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 CORPORATION Service code 28 · EIN 06-1685865 | Investment Management | $45,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,350 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 | $226,991 | $74,024+206.6% | $77,999+191.0% | $57,658+293.7% |
| Participation rate | 96.5% | 79.7%+16.7pp | 75.5%+21.0pp | 70.2%+26.3pp |
| Annual return | 6.40% | 12.14%-5.7pp | 425.96%-419.6pp | 5.13%+1.3pp |
| Employer contribution / active EE | $5,290 | $2,365+123.6% | $2,470+114.1% | $1,974+168.0% |
| Participant deferral / active EE | $10,910 | $3,533+208.8% | $3,497+212.0% | $3,061+256.5% |
| Admin fee / account holder | $105 | $93+12.8% | $5,480-98.1% | $95+11.2% |