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 | Claims processing; Direct payment fro... | $617,655 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES, LLC Service code 16 · EIN 22-3570392 | Consulting | $99,979 |
Filed as: PROFESSIONAL FINANCIAL MANAGEMENT Service code 16 · EIN 20-5297833 | Consulting | $9,199 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,063 |
NATIONAL FINANCIAL SERVICES9+ 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 | $88,567 | $59,339+49.3% | $149,673-40.8% | $103,482-14.4% |
| Participation rate | 95.5% | 70.2%+25.3pp | 78.8%+16.8pp | 73.3%+22.3pp |
| Annual return | 19.41% | 77.78%-58.4pp | 134.42%-115.0pp | 33.11%-13.7pp |
| Employer contribution / active EE | $2,059 | $2,178-5.4% | $4,818-57.3% | $3,208-35.8% |
| Participant deferral / active EE | $6,393 | $3,716+72.0% | $5,680+12.5% | $5,207+22.8% |
| Admin fee / account holder | $87 | $103-15.2% | $13,210-99.3% | $114-23.5% |