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.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $74,303 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,821 | $44,229-34.8% | $155,790-81.5% | $55,191-47.8% |
| Participation rate | 43.0% | 60.8%-17.8pp | 76.1%-33.1pp | 69.2%-26.1pp |
| Annual return | 1.14% | 0.37%+0.8pp | 71.54%-70.4pp | 10.78%-9.6pp |
| Employer contribution / active EE | $887 | $1,317-32.6% | $3,836-76.9% | $1,899-53.3% |
| Participant deferral / active EE | $1,671 | $2,851-41.4% | $4,797-65.2% | $3,046-45.2% |
| Admin fee / account holder | $177 | $86+105.0% | $7,478-97.6% | $91+94.7% |