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 |
|---|---|---|
Filed as: MHM RETIREMENT PLAN SOLUTIONS Service code 10 · EIN 20-1876798 | Accounting | $11,995 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 · EIN 96-6817943 | Recordkeeping | $6,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $106,441 | $75,284+41.4% | $91,001+17.0% | $69,631+52.9% |
| Participation rate | 69.7% | 80.4%-10.7pp | 75.6%-5.9pp | 70.7%-1.0pp |
| Annual return | 17.38% | 48.40%-31.0pp | 4.60%+12.8pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $0 | $2,473-100.0% | $2,456-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,251 | $3,700-66.2% | $3,547-64.7% | $3,224-61.2% |
| Admin fee / account holder | $89 | $111-19.6% | $5,417-98.4% | $110-19.5% |