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 4-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.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $278,854 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST ADVISORS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,249 |
Service code 27 · EIN 76-0448495 | Advisory (Plan) | $15,590 |
Service code 27 · EIN 34-1174529 | Advisory (Plan) | $5,943 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,675 | $108,592+4.7% | $129,110-12.0% | $77,904+45.9% |
| Participation rate | 93.4% | 84.8%+8.7pp | 77.3%+16.2pp | 73.7%+19.8pp |
| Annual return | -1.88% | -13.72%+11.8pp | -10.94%+9.1pp | 12.21%-14.1pp |
| Employer contribution / active EE | $2,132 | $5,713-62.7% | $5,052-57.8% | $2,848-25.1% |
| Participant deferral / active EE | $7,475 | $7,051+6.0% | $6,542+14.3% | $4,806+55.5% |
| Admin fee / account holder | $159 | $91+73.8% | $14,302-98.9% | $133+19.8% |