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 |
|---|---|---|
MBM ADVISORS, INC.1+ years Service code 15 · EIN 75-2009441 | Recordkeeping | $12,598 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,062 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $118,717 | $54,320+118.6% | $67,652+75.5% | $52,331+126.9% |
| Participation rate | 88.5% | 73.6%+14.9pp | 75.7%+12.9pp | 68.1%+20.4pp |
| Annual return | -2.30% | 6.81%-9.1pp | 6625.04%-6627.3pp | 4.54%-6.8pp |
| Employer contribution / active EE | $1,511 | $1,544-2.1% | $2,266-33.3% | $1,882-19.7% |
| Participant deferral / active EE | $3,901 | $2,950+32.2% | $3,560+9.6% | $3,022+29.1% |
| Admin fee / account holder | $156 | $527-70.4% | $4,821-96.8% | $592-73.6% |