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.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $30,224 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $23,698 |
Filed as: CHARLES SCHWAB & CO. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 | Securities Custodian | $0 |
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 | $67,537 | $94,621-28.6% | $138,135-51.1% | $73,409-8.0% |
| Participation rate | 96.7% | 83.4%+13.2pp | 78.7%+18.0pp | 72.2%+24.5pp |
| Annual return | 12.09% | 16.57%-4.5pp | 20.51%-8.4pp | 59.29%-47.2pp |
| Employer contribution / active EE | $4,622 | $4,410+4.8% | $5,587-17.3% | $2,234+106.9% |
| Participant deferral / active EE | $5,727 | $6,199-7.6% | $6,431-10.9% | $3,805+50.5% |
| Admin fee / account holder | $59 | $140-57.9% | $11,856-99.5% | $158-62.6% |