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.7+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $46,252 |
Filed as: INVESTMENT MANAGEMENT CONSULTANTS Service code 28 · EIN 88-0444272 | Investment Management | $18,836 |
CHARLES SCHWAB & CO., INC.7+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
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 | $93,068 | $63,745+46.0% | $98,442-5.5% | $79,386+17.2% |
| Participation rate | 73.6% | 69.9%+3.8pp | 73.3%+0.3pp | 70.7%+2.9pp |
| Annual return | 9.41% | 625.80%-616.4pp | 1492.73%-1483.3pp | 116.85%-107.4pp |
| Employer contribution / active EE | $2,104 | $2,557-17.7% | $2,960-28.9% | $2,427-13.3% |
| Participant deferral / active EE | $2,515 | $3,303-23.9% | $4,276-41.2% | $4,046-37.8% |
| Admin fee / account holder | $255 | $516-50.6% | $5,949-95.7% | $626-59.3% |