See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $2,470 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 83-3967259 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,252 | $47,126-84.6% | $149,673-95.2% | $74,419-90.3% |
| Participation rate | 56.2% | 63.4%-7.2pp | 78.8%-22.6pp | 70.7%-14.6pp |
| Annual return | 0.00% | 22.75%-22.8pp | 134.42%-134.4pp | 34.38%-34.4pp |
| Employer contribution / active EE | $601 | $1,905-68.4% | $4,818-87.5% | $2,637-77.2% |
| Participant deferral / active EE | $808 | $2,728-70.4% | $5,680-85.8% | $4,528-82.1% |
| Admin fee / account holder | $8 | $343-97.7% | $13,210-99.9% | $348-97.7% |