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.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $33,767 |
Filed as: INVESTMENT MANAGEMENT CONSULTANTS Service code 28 · EIN 88-0444272 | Investment Management | $12,801 |
CHARLES SCHWAB & CO., INC.5+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,205 | $51,620+34.1% | $90,281-23.3% | $65,185+6.2% |
| Participation rate | 78.0% | 68.6%+9.4pp | 73.3%+4.8pp | 70.2%+7.8pp |
| Annual return | 20.27% | 24.94%-4.7pp | 78.10%-57.8pp | 29.38%-9.1pp |
| Employer contribution / active EE | $2,106 | $2,235-5.7% | $2,854-26.2% | $2,177-3.2% |
| Participant deferral / active EE | $2,399 | $2,871-16.4% | $3,885-38.3% | $3,514-31.7% |
| Admin fee / account holder | $250 | $384-34.9% | $5,351-95.3% | $847-70.5% |