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.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $30,599 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $25,733 |
CHARLES SCHWAB & CO., INC.8+ 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 | $71,283 | $72,482-1.7% | $129,110-44.8% | $64,808+10.0% |
| Participation rate | 95.9% | 79.2%+16.7pp | 77.3%+18.6pp | 71.5%+24.4pp |
| Annual return | -15.93% | -9.08%-6.8pp | -10.94%-5.0pp | 32.82%-48.7pp |
| Employer contribution / active EE | $5,122 | $4,247+20.6% | $5,052+1.4% | $2,506+104.4% |
| Participant deferral / active EE | $6,597 | $5,679+16.2% | $6,542+0.8% | $4,310+53.0% |
| Admin fee / account holder | $62 | $144-57.2% | $14,302-99.6% | $188-67.1% |