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 10-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.1+ years Filed as: MILLIMAN Service code 15 | Recordkeeping | $24,952 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $21,550 |
PARALLEL ADVISORS LLC1+ years Service code 28 · EIN 20-4420591 | Investment Management | $15,333 |
THE MILESTONE GROUP1+ years Filed as: MILESTONE GROUP INC Service code 28 · EIN 84-1333402 | Investment Management | $9,978 |
J V BRUNI AND COMPANY1+ years Filed as: JV BRUNI AND COMPANY Service code 28 · EIN 84-1203870 | Investment Management | $9,861 |
FIRST WESTERN TRUST BANK1+ years Service code 28 · EIN 27-0083757 | Investment Management | $5,786 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 | Securities Custodian | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $348,457 | $70,002+397.8% | $115,037+202.9% | $52,331+565.9% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 0.77% | 4.04%-3.3pp | 26.14%-25.4pp | 4.54%-3.8pp |
| Employer contribution / active EE | $9,568 | $2,715+252.4% | $4,608+107.7% | $1,882+408.5% |
| Participant deferral / active EE | $7,495 | $4,920+52.4% | $6,026+24.4% | $3,022+148.0% |
| Admin fee / account holder | $165 | $566-70.8% | $8,175-98.0% | $592-72.0% |