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 |
|---|---|---|
Filed as: INVESTMENT MANAGEMENT CONSULTANTS Service code 28 · EIN 88-0444272 | Investment Management | $14,762 |
MILLIMAN, INC.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $4,975 |
CHARLES SCHWAB & CO., INC.4+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,136 | $44,873+31.8% | $79,464-25.6% | $56,287+5.1% |
| Participation rate | 79.0% | 68.7%+10.3pp | 73.3%+5.7pp | 69.9%+9.2pp |
| Annual return | -1.11% | 0.81%-1.9pp | 718.14%-719.3pp | -9.96%+8.8pp |
| Employer contribution / active EE | $2,175 | $2,140+1.6% | $2,800-22.3% | $2,111+3.0% |
| Participant deferral / active EE | $2,428 | $2,746-11.6% | $3,704-34.5% | $3,350-27.5% |
| Admin fee / account holder | $174 | $418-58.4% | $5,113-96.6% | $521-66.6% |