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 |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $146,383 |
Filed as: MILLENIUM INVESTMENT & RETIREMENT Service code 27 · EIN 94-3428956 | Advisory (Plan) | $20,000 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (securities); Custodial (ot... | $10,203 |
CHARLES SCHWAB & CO., INC.1+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $3,820 | $37,039-89.7% | $147,614-97.4% | $59,188-93.5% |
| Participation rate | 98.8% | 63.8%+35.1pp | 84.6%+14.2pp | 69.4%+29.4pp |
| Annual return | -2.25% | 7.19%-9.4pp | 61.98%-64.2pp | 5.51%-7.8pp |
| Employer contribution / active EE | $181 | $1,353-86.6% | $5,564-96.7% | $2,098-91.4% |
| Participant deferral / active EE | $719 | $2,094-65.7% | $4,895-85.3% | $3,265-78.0% |
| Admin fee / account holder | $77 | $60+27.3% | $11,611-99.3% | $92-16.9% |