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 9-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 Service code 99 · EIN 44-4000444 | Other Fees | $11,250 |
O'CONNOR DAVIES, LLP1 year Filed as: O CONNOR AND DREW P.C. Service code 99 · EIN 22-2000222 | Other Fees | $10,576 |
Service code 99 · EIN 04-2530412 | Other Fees | $5,453 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $463 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $153,410 | $70,083+118.9% | $59,878+156.2% | $55,725+175.3% |
| Participation rate | 46.0% | 78.4%-32.3pp | 74.7%-28.7pp | 70.9%-24.8pp |
| Annual return | 11.38% | 3.13%+8.3pp | 3.46%+7.9pp | 244.93%-233.6pp |
| Employer contribution / active EE | $3,004 | $2,878+4.3% | $2,722+10.4% | $2,078+44.5% |
| Participant deferral / active EE | $3,090 | $3,079+0.4% | $3,402-9.2% | $3,356-7.9% |
| Admin fee / account holder | $37 | $70-47.6% | $3,590-99.0% | $115-68.0% |