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 LLC3+ years Filed as: MMC SECURITIES CORP Service code 16 · EIN 06-1685865 | Consulting | $40,000 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Claims pr... | $36,570 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $468 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $74,616 | $155,795-52.1% | $136,294-45.3% | $69,631+7.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 18.93% | 232464.33%-232445.4pp | 5155.94%-5137.0pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $4,370 | $2,991+46.1% | $4,695-6.9% | $2,032+115.1% |
| Participant deferral / active EE | $8,213 | $5,394+52.3% | $6,247+31.5% | $3,224+154.8% |
| Admin fee / account holder | $164 | $128+28.1% | $9,243-98.2% | $110+48.8% |