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 | $126,176 |
Filed as: MILLENIUM INVESTMENT & RETIREMENT Service code 27 · EIN 94-3428956 | Advisory (Plan) | $25,006 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (securities); Custodial (ot... | $10,659 |
CHARLES SCHWAB & CO., INC.4+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
Employer contribution per participant 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 | $4,776 | $45,382-89.5% | $154,107-96.9% | $75,289-93.7% |
| Participation rate | 96.6% | 65.9%+30.7pp | 83.0%+13.6pp | 72.4%+24.2pp |
| Annual return | -4.92% | -0.47%-4.5pp | 735.12%-740.0pp | -0.04%-4.9pp |
| Employer contribution / active EE | $3 | $1,533-99.8% | $5,298-100.0% | $2,405-99.9% |
| Participant deferral / active EE | $824 | $2,384-65.5% | $5,081-83.8% | $3,739-78.0% |
| Admin fee / account holder | $70 | $89-21.4% | $13,411-99.5% | $102-31.4% |