See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $71,825 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,868 | $129,021-24.9% | $184,203-47.4% | $77,643+24.8% |
| Participation rate | 96.2% | 87.3%+8.8pp | 86.8%+9.4pp | 70.6%+25.6pp |
| Annual return | 13.66% | 33.27%-19.6pp | 28.81%-15.2pp | 31.24%-17.6pp |
| Employer contribution / active EE | $2,030 | $4,413-54.0% | $6,427-68.4% | $2,726-25.5% |
| Participant deferral / active EE | $5,799 | $7,297-20.5% | $9,131-36.5% | $4,647+24.8% |
| Admin fee / account holder | $87 | $254-65.6% | $13,901-99.4% | $430-79.7% |