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.1 year Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $7,762 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,830 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $5 |
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 | $53,125 | $80,724-34.2% | $103,333-48.6% | $74,495-28.7% |
| Participation rate | 72.0% | 65.7%+6.3pp | 74.5%-2.5pp | 67.2%+4.8pp |
| Annual return | 10.92% | 27.56%-16.6pp | 24.88%-14.0pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $829 | $3,157-73.7% | $3,868-78.6% | $2,623-68.4% |
| Participant deferral / active EE | $2,266 | $3,860-41.3% | $5,057-55.2% | $4,346-47.9% |
| Admin fee / account holder | $71 | $2,368-97.0% | $8,355-99.1% | $1,942-96.3% |