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.2+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $23,993 |
MOSS ADAMS LLP2+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $18,207 |
PACIFIC PORTFOLIO CONSULTING2+ years Service code 27 · EIN 20-4049073 | Advisory (Plan) | $8,888 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,628 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,597 | $73,981+96.8% | $105,722+37.7% | $62,891+131.5% |
| Participation rate | 77.6% | 71.7%+5.9pp | 78.9%-1.4pp | 69.3%+8.2pp |
| Annual return | 5.09% | 17.60%-12.5pp | 12.25%-7.2pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,430 | $2,856-49.9% | $4,079-64.9% | $2,281-37.3% |
| Participant deferral / active EE | $6,717 | $4,038+66.3% | $5,326+26.1% | $3,203+109.7% |
| Admin fee / account holder | $555 | $5,976-90.7% | $8,308-93.3% | $4,296-87.1% |