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.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $86,071 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $129 |
CHARLES SCHWAB & CO., INC.8+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,794 | $86,897-20.8% | $151,611-54.6% | $64,808+6.2% |
| Participation rate | 97.6% | 87.3%+10.4pp | 87.5%+10.1pp | 71.5%+26.2pp |
| Annual return | -18.37% | -3.57%-14.8pp | 3.33%-21.7pp | 32.82%-51.2pp |
| Employer contribution / active EE | $2,143 | $4,010-46.6% | $6,166-65.2% | $2,506-14.5% |
| Participant deferral / active EE | $5,721 | $6,690-14.5% | $8,363-31.6% | $4,310+32.7% |
| Admin fee / account holder | $93 | $153-39.0% | $11,616-99.2% | $188-50.3% |