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 LLC3 years Service code 26 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Participants) | $13,821 |
RELIANCE TRUST COMPANY2 years Service code 15 1100 ABERNATHY RD NE · ATLANTA, GA 30328 | Recordkeeping | $1,704 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,965 | $59,805-16.5% | $79,550-37.2% | $68,494-27.1% |
| Participation rate | 82.8% | 61.1%+21.7pp | 69.5%+13.3pp | 67.9%+14.9pp |
| Annual return | -17.10% | -12.30%-4.8pp | 0.16%-17.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,614 | $3,024+52.6% | $3,985+15.8% | $4,027+14.6% |
| Admin fee / account holder | $176 | $4,835-96.4% | $6,832-97.4% | $5,403-96.7% |