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.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $49,331 |
Filed as: INVESTMENT MANAGEMENT CONSULTANTS Service code 28 · EIN 88-0444272 | Investment Management | $17,404 |
CHARLES SCHWAB & CO., INC.8+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,406 | $51,197+45.3% | $82,719-10.1% | $66,914+11.2% |
| Participation rate | 58.2% | 67.8%-9.6pp | 72.6%-14.3pp | 69.8%-11.6pp |
| Annual return | -18.50% | -9.64%-8.9pp | 701.18%-719.7pp | 1.58%-20.1pp |
| Employer contribution / active EE | $1,778 | $2,611-31.9% | $3,009-40.9% | $2,544-30.1% |
| Participant deferral / active EE | $2,197 | $3,458-36.5% | $4,395-50.0% | $4,237-48.1% |
| Admin fee / account holder | $308 | $416-25.9% | $5,329-94.2% | $593-48.1% |