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 | $142,150 |
Filed as: MILLENIUM INVESTMENT & RETIREMENT Service code 27 · EIN 94-3428956 | Advisory (Plan) | $24,986 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (securities); Custodial (ot... | $161 |
CHARLES SCHWAB & CO., INC.3+ 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.
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 | $4,781 | $44,989-89.4% | $170,442-97.2% | $77,958-93.9% |
| Participation rate | 96.7% | 64.6%+32.1pp | 83.6%+13.1pp | 71.6%+25.0pp |
| Annual return | 9.64% | 19.61%-10.0pp | 205.93%-196.3pp | 20.87%-11.2pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,433-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $703 | $2,208-68.2% | $4,939-85.8% | $3,537-80.1% |
| Admin fee / account holder | $77 | $69+11.2% | $13,880-99.4% | $97-21.2% |