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.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $57,408 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8 |
CHARLES SCHWAB & CO., INC.5+ years Service code 19 · EIN 94-1733782 | Securities Custodian | $0 |
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 | $70,352 | $88,515-20.5% | $162,163-56.6% | $67,579+4.1% |
| Participation rate | 97.1% | 86.8%+10.3pp | 87.6%+9.5pp | 71.3%+25.8pp |
| Annual return | 21.62% | 27.04%-5.4pp | 115.59%-94.0pp | 378.56%-356.9pp |
| Employer contribution / active EE | $1,697 | $3,563-52.4% | $5,614-69.8% | $2,148-21.0% |
| Participant deferral / active EE | $4,871 | $5,724-14.9% | $7,298-33.2% | $3,539+37.6% |
| Admin fee / account holder | $66 | $124-46.5% | $10,843-99.4% | $142-53.5% |