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 12 · EIN 13-3689044 | Investment management; Recordkeeping ... | $591,622 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 16 · EIN 22-3570392 | Consulting | $98,393 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $2,024 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $88,090 | $63,259+39.3% | $178,490-50.6% | $93,223-5.5% |
| Participation rate | 97.4% | 72.1%+25.2pp | 81.9%+15.5pp | 74.9%+22.5pp |
| Annual return | 17.15% | 19.93%-2.8pp | 151.07%-133.9pp | 19.29%-2.1pp |
| Employer contribution / active EE | $1,699 | $1,865-8.9% | $5,011-66.1% | $2,680-36.6% |
| Participant deferral / active EE | $5,150 | $3,372+52.7% | $5,202-1.0% | $4,563+12.9% |
| Admin fee / account holder | $86 | $58+48.1% | $13,984-99.4% | $79+8.5% |