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 3-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 LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $58,095 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,688 |
HOLMAN FRENIA ALLISON PC1 year Filed as: HOLMAN FRENIA ALLISON, P.C. Service code 10 · EIN 22-3480145 | Accounting | $16,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,120 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,161 | $88,890-28.9% | $102,423-38.3% | $77,643-18.7% |
| Participation rate | 87.3% | 80.9%+6.4pp | 76.5%+10.8pp | 70.6%+16.8pp |
| Annual return | 14.08% | 24.98%-10.9pp | 29.32%-15.2pp | 31.24%-17.2pp |
| Employer contribution / active EE | $2,482 | $2,698-8.0% | $3,023-17.9% | $2,726-9.0% |
| Participant deferral / active EE | $6,356 | $5,145+23.5% | $5,053+25.8% | $4,647+36.8% |
| Admin fee / account holder | $296 | $235+25.6% | $9,451-96.9% | $430-31.3% |