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 | Participant loan processing; Float re... | $602,678 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES, LLC Service code 16 · EIN 22-3570392 | Consulting | $98,370 |
Filed as: PROFESSIONAL FINANCIAL MANAGEMENT Service code 16 · EIN 20-5297833 | Consulting | $8,597 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $2,059 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $76,626 | $52,346+46.4% | $143,757-46.7% | $78,044-1.8% |
| Participation rate | 96.8% | 72.7%+24.1pp | 80.3%+16.5pp | 74.4%+22.3pp |
| Annual return | -16.96% | -14.19%-2.8pp | -0.04%-16.9pp | 10.87%-27.8pp |
| Employer contribution / active EE | $1,972 | $2,131-7.4% | $4,951-60.2% | $3,125-36.9% |
| Participant deferral / active EE | $6,108 | $3,800+60.7% | $5,637+8.4% | $5,084+20.1% |
| Admin fee / account holder | $86 | $63+35.4% | $14,673-99.4% | $79+8.8% |