See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $119,839 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $19,940 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,059 | $95,274+20.8% | $135,903-15.3% | $74,419+54.6% |
| Participation rate | 95.6% | 78.2%+17.5pp | 81.9%+13.7pp | 70.7%+24.9pp |
| Annual return | 64.30% | 32.77%+31.5pp | 68.23%-3.9pp | 34.38%+29.9pp |
| Employer contribution / active EE | $4,245 | $3,874+9.6% | $4,856-12.6% | $2,637+61.0% |
| Participant deferral / active EE | $8,896 | $7,782+14.3% | $7,758+14.7% | $4,528+96.5% |
| Admin fee / account holder | $139 | $266-47.8% | $10,762-98.7% | $348-60.1% |