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 Service code 28 · EIN 22-3570392 | Investment Management | $30,000 |
Service code 49 · EIN 04-3499945 | Other Services | $20,500 |
CARON & BLETZER, PLLC2+ years Service code 10 · EIN 04-3499945 | Accounting | $17,500 |
THE WAGNER LAW GROUP2+ years Service code 29 · EIN 04-3323315 | Legal | $12,284 |
FID INV INST OPS CO2+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $497 |
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 | $146,295 | $92,091+58.9% | $62,995+132.2% | $77,958+87.7% |
| Participation rate | 73.6% | 74.5%-0.9pp | 74.8%-1.2pp | 71.6%+1.9pp |
| Annual return | 16.86% | 16.23%+0.6pp | 87.57%-70.7pp | 20.87%-4.0pp |
| Employer contribution / active EE | $1,921 | $3,424-43.9% | $2,759-30.4% | $2,310-16.8% |
| Participant deferral / active EE | $4,636 | $3,361+37.9% | $3,329+39.2% | $3,537+31.1% |
| Admin fee / account holder | $47 | $48-1.6% | $3,600-98.7% | $97-51.5% |