See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $248,589 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $65,000 |
Filed as: CBIZ MHM, LLC Service code 10 · EIN 34-1846498 | Accounting | $22,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,575 | $79,519+78.0% | $95,952+47.5% | $73,409+92.9% |
| Participation rate | 94.9% | 81.2%+13.8pp | 77.1%+17.9pp | 72.2%+22.8pp |
| Annual return | 13.44% | 19.20%-5.8pp | 91.61%-78.2pp | 59.29%-45.9pp |
| Employer contribution / active EE | $1,211 | $2,048-40.9% | $2,541-52.3% | $2,234-45.8% |
| Participant deferral / active EE | $8,585 | $4,138+107.4% | $4,167+106.0% | $3,805+125.6% |
| Admin fee / account holder | $288 | $184+56.0% | $6,795-95.8% | $158+82.2% |