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.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $75,753 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $20 |
CHARLES SCHWAB & CO., INC.9+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,757 | $100,227-9.4% | $169,993-46.6% | $74,419+22.0% |
| Participation rate | 96.2% | 87.3%+8.9pp | 87.0%+9.2pp | 70.7%+25.5pp |
| Annual return | 18.65% | 66.08%-47.4pp | 53.37%-34.7pp | 34.38%-15.7pp |
| Employer contribution / active EE | $2,073 | $4,263-51.4% | $6,785-69.4% | $2,637-21.4% |
| Participant deferral / active EE | $5,700 | $7,143-20.2% | $10,408-45.2% | $4,528+25.9% |
| Admin fee / account holder | $94 | $234-60.0% | $12,815-99.3% | $348-73.0% |