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.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $268,364 |
WILLIS TOWERS WATSON US LLC2 years Service code 27 · EIN 34-1174529 | Advisory (Plan) | $94,528 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST ADVISORS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $68,639 |
CHARLES SCHWAB & CO., INC.3+ 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 | $129,543 | $126,111+2.7% | $142,449-9.1% | $80,160+61.6% |
| Participation rate | 87.9% | 87.5%+0.4pp | 76.8%+11.1pp | 72.9%+15.0pp |
| Annual return | 19.48% | 23.39%-3.9pp | 19.99%-0.5pp | 40.38%-20.9pp |
| Employer contribution / active EE | $5,706 | $6,430-11.3% | $4,847+17.7% | $2,978+91.6% |
| Participant deferral / active EE | $8,367 | $7,822+7.0% | $6,283+33.2% | $5,017+66.8% |
| Admin fee / account holder | $189 | $92+105.1% | $10,011-98.1% | $145+30.7% |