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.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $16,054 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $16 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,062 | $50,815-84.1% | $155,509-94.8% | $77,643-89.6% |
| Participation rate | 85.5% | 63.1%+22.4pp | 78.2%+7.3pp | 70.6%+14.9pp |
| Annual return | 18.67% | 34.80%-16.1pp | 64.67%-46.0pp | 31.24%-12.6pp |
| Employer contribution / active EE | $1,785 | $1,993-10.4% | $4,672-61.8% | $2,726-34.5% |
| Participant deferral / active EE | $2,210 | $2,822-21.7% | $5,626-60.7% | $4,647-52.4% |
| Admin fee / account holder | $35 | $437-91.9% | $15,912-99.8% | $430-91.8% |