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.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $38,307 |
Filed as: INVESTMENT MANAGEMENT CONSULTANTS Service code 28 · EIN 88-0444272 | Investment Management | $16,083 |
MMA SECURITIES LLC1 year Filed as: MARSH& MCLENNAN AGENCY LLC Service code 23 · EIN 36-2668272 | Insurance services; Direct payment fr... | $9,489 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,466 |
CHARLES SCHWAB & CO., INC.9+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
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 | $80,716 | $58,264+38.5% | $86,612-6.8% | $71,457+13.0% |
| Participation rate | 71.0% | 65.0%+6.0pp | 71.7%-0.7pp | 67.9%+3.0pp |
| Annual return | 13.69% | 21.63%-7.9pp | 591.07%-577.4pp | 28.85%-15.2pp |
| Employer contribution / active EE | $2,200 | $2,574-14.5% | $3,022-27.2% | $2,588-15.0% |
| Participant deferral / active EE | $2,730 | $3,436-20.5% | $4,438-38.5% | $4,289-36.3% |
| Admin fee / account holder | $292 | $1,057-72.4% | $5,614-94.8% | $1,587-81.6% |