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.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $104,957 |
RBC WEALTH MANAGEMENT3+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $59,854 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $17,164 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,705 | $46,100-29.1% | $86,590-62.2% | $69,631-53.0% |
| Participation rate | 85.5% | 67.2%+18.3pp | 73.5%+12.0pp | 70.7%+14.8pp |
| Annual return | 16.44% | 21.02%-4.6pp | 964.84%-948.4pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $860 | $1,850-53.5% | $2,839-69.7% | $2,032-57.7% |
| Participant deferral / active EE | $3,093 | $2,432+27.2% | $3,609-14.3% | $3,224-4.0% |
| Admin fee / account holder | $164 | $94+74.4% | $4,906-96.7% | $110+48.2% |