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 CORPORATION Service code 28 · EIN 06-1685865 | Investment Management | $45,000 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,740 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $245,120 | $75,284+225.6% | $91,001+169.4% | $69,631+252.0% |
| Participation rate | 96.7% | 80.4%+16.3pp | 75.6%+21.1pp | 70.7%+26.0pp |
| Annual return | 14.06% | 48.40%-34.3pp | 4.60%+9.5pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $5,728 | $2,473+131.6% | $2,456+133.2% | $2,032+181.9% |
| Participant deferral / active EE | $10,582 | $3,700+186.0% | $3,547+198.3% | $3,224+228.3% |
| Admin fee / account holder | $100 | $111-9.1% | $5,417-98.1% | $110-9.0% |