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.7+ years Filed as: MILLIMAN, INC Service code 15 · EIN 91-0675641 | Recordkeeping | $39,483 |
COOK STREET CONSULTING1 year Service code 25 · EIN 84-0854432 | Directed Trustee | $6,347 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $21 |
CHARLES SCHWAB & CO., INC.7+ years Service code 28 · EIN 94-1737782 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,875 | $53,136-68.2% | $155,509-89.1% | $199,593-91.5% |
| Participation rate | 60.9% | 64.1%-3.2pp | 78.2%-17.3pp | 72.0%-11.1pp |
| Annual return | 80.74% | 41.15%+39.6pp | 64.67%+16.1pp | 34.25%+46.5pp |
| Employer contribution / active EE | $1,211 | $1,851-34.6% | $4,672-74.1% | $3,034-60.1% |
| Participant deferral / active EE | $1,785 | $3,161-43.5% | $5,626-68.3% | $5,087-64.9% |
| Admin fee / account holder | $57 | $185-69.1% | $15,912-99.6% | $269-78.7% |