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 LLC4+ years Service code 28 · EIN 22-3570392 | Investment Management | $30,000 |
CARON & BLETZER, PLLC4+ years Service code 10 · EIN 04-3499945 | Accounting | $18,000 |
THE WAGNER LAW GROUP4+ years Service code 29 · EIN 04-3323315 | Legal | $12,146 |
FID INV INST OPS CO4+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $1,095 |
AMERICAN FUNDS2 years Filed as: COASTAL CAPITAL GROUP Service code 38 · EIN 47-3835496 | Participant Communication | $750 |
TIAA4+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $375 |
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 | $154,795 | $204,517-24.3% | $69,455+122.9% | $77,787+99.0% |
| Participation rate | 70.5% | 74.6%-4.1pp | 74.6%-4.1pp | 73.2%-2.7pp |
| Annual return | 19.65% | 22.10%-2.5pp | 28.97%-9.3pp | 32.57%-12.9pp |
| Employer contribution / active EE | $1,941 | $3,548-45.3% | $2,779-30.1% | $2,504-22.5% |
| Participant deferral / active EE | $4,754 | $3,478+36.7% | $3,535+34.5% | $3,967+19.8% |
| Admin fee / account holder | $35 | $101-65.1% | $3,839-99.1% | $100-64.9% |