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.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $39,266 |
Filed as: INVESTMENT MANAGEMENT CONSULTANTS Service code 28 · EIN 88-0444272 | Investment Management | $15,675 |
CHARLES SCHWAB & CO., INC.6+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.6+ 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 | $81,286 | $66,124+22.9% | $90,404-10.1% | $73,488+10.6% |
| Participation rate | 76.8% | 69.7%+7.1pp | 72.7%+4.1pp | 70.7%+6.1pp |
| Annual return | 17.17% | 17.65%-0.5pp | 1293.02%-1275.8pp | 28.51%-11.3pp |
| Employer contribution / active EE | $2,333 | $2,346-0.6% | $3,262-28.5% | $2,270+2.8% |
| Participant deferral / active EE | $2,718 | $3,039-10.5% | $3,963-31.4% | $3,740-27.3% |
| Admin fee / account holder | $200 | $396-49.6% | $5,611-96.4% | $513-61.1% |