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 LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $71,335 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $71,211 |
Service code 37 · EIN 04-2647786 | Loan Processing | $58,481 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,409 | $39,166-32.6% | $79,550-66.8% | $78,044-66.2% |
| Participation rate | 90.0% | 57.3%+32.7pp | 69.5%+20.5pp | 74.4%+15.6pp |
| Annual return | -16.30% | -9.39%-6.9pp | 0.16%-16.5pp | 10.87%-27.2pp |
| Employer contribution / active EE | $1,145 | $1,019+12.4% | $2,413-52.5% | $3,125-63.3% |
| Participant deferral / active EE | $3,936 | $2,079+89.3% | $3,985-1.2% | $5,084-22.6% |
| Admin fee / account holder | $32 | $67-52.6% | $6,832-99.5% | $79-59.7% |