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 LLC3 years Service code 99 · EIN 33-3000333 | Other Fees | $13,125 |
Filed as: FIDUCIARY INVESTMENT ADVISORS LL Service code 99 · EIN 55-5000555 | Other Fees | $8,750 |
Service code 99 · EIN 04-2530412 | Other Fees | $6,051 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $161,774 | $84,948+90.4% | $70,449+129.6% | $73,409+120.4% |
| Participation rate | 51.6% | 79.9%-28.3pp | 75.1%-23.4pp | 72.2%-20.5pp |
| Annual return | 12.52% | 13.39%-0.9pp | 109.03%-96.5pp | 59.29%-46.8pp |
| Employer contribution / active EE | $3,321 | $2,834+17.2% | $2,737+21.3% | $2,234+48.7% |
| Participant deferral / active EE | $3,612 | $3,387+6.6% | $3,709-2.6% | $3,805-5.1% |
| Admin fee / account holder | $38 | $98-61.2% | $3,845-99.0% | $158-75.9% |