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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.11+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $48,234 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $31,915 |
CHARLES SCHWAB & CO., INC.11+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,221 | $124,732-11.6% | $180,183-38.8% | $85,563+28.8% |
| Participation rate | 95.6% | 83.2%+12.4pp | 77.4%+18.2pp | 66.0%+29.7pp |
| Annual return | 17.24% | 17.73%-0.5pp | 27.86%-10.6pp | 31.51%-14.3pp |
| Employer contribution / active EE | $6,439 | $5,370+19.9% | $5,039+27.8% | $2,654+142.7% |
| Participant deferral / active EE | $8,464 | $7,763+9.0% | $6,822+24.1% | $4,375+93.5% |
| Admin fee / account holder | $83 | $294-71.8% | $19,975-99.6% | $834-90.1% |