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 |
|---|---|---|
MMA SECURITIES LLC2+ years Filed as: MMC SECURITIES CORP Service code 16 · EIN 06-1685865 | Consulting | $40,000 |
Service code 12 · EIN 13-3689044 | Investment management; Participant co... | $30,817 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $117 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $72,431 | $80,177-9.7% | $123,892-41.5% | $57,658+25.6% |
| Participation rate | 99.4% | 74.4%+24.9pp | 81.4%+17.9pp | 70.2%+29.1pp |
| Annual return | 10.15% | 17.90%-7.8pp | 47.52%-37.4pp | 5.13%+5.0pp |
| Employer contribution / active EE | $4,525 | $2,913+55.4% | $4,617-2.0% | $1,974+129.3% |
| Participant deferral / active EE | $7,709 | $5,130+50.3% | $5,984+28.8% | $3,061+151.9% |
| Admin fee / account holder | $183 | $106+71.7% | $8,357-97.8% | $95+93.1% |