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 Service code 15 · EIN 91-0675641 | Recordkeeping | $57,095 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $14,608 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1733782 | Securities Custodian | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,849 | $68,413-12.5% | $123,104-51.4% | $55,191+8.4% |
| Participation rate | 98.0% | 84.5%+13.4pp | 86.8%+11.2pp | 69.2%+28.8pp |
| Annual return | 0.25% | 6.30%-6.0pp | 13.22%-13.0pp | 10.78%-10.5pp |
| Employer contribution / active EE | $1,413 | $3,050-53.7% | $5,151-72.6% | $1,899-25.6% |
| Participant deferral / active EE | $4,362 | $4,490-2.9% | $6,230-30.0% | $3,046+43.2% |
| Admin fee / account holder | $44 | $88-50.4% | $9,015-99.5% | $91-52.0% |