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 3-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 LLC1 year Filed as: NIA SECURITIES LLC Service code 28 · EIN 22-3570392 | Investment Management | $27,456 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $25,642 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $219 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,546 | $78,485+5.2% | $106,213-22.3% | $74,495+10.8% |
| Participation rate | 80.7% | 72.8%+7.8pp | 75.3%+5.4pp | 67.2%+13.5pp |
| Annual return | 38.96% | 15.95%+23.0pp | 116.14%-77.2pp | 1364.94%-1326.0pp |
| Employer contribution / active EE | $3,727 | $2,523+47.7% | $3,171+17.5% | $2,623+42.1% |
| Participant deferral / active EE | $4,431 | $4,322+2.5% | $5,016-11.7% | $4,346+2.0% |
| Admin fee / account holder | $258 | $2,232-88.5% | $11,033-97.7% | $1,942-86.7% |