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 27 · EIN 22-3570392 | Advisory (Plan) | $73,835 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $70,990 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,627 |
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 | $34,485 | $40,592-15.0% | $86,188-60.0% | $103,482-66.7% |
| Participation rate | 90.1% | 58.1%+32.0pp | 69.0%+21.2pp | 73.3%+16.9pp |
| Annual return | 18.67% | 18.32%+0.3pp | 1168.45%-1149.8pp | 33.11%-14.4pp |
| Employer contribution / active EE | $1,228 | $974+26.1% | $2,380-48.4% | $3,208-61.7% |
| Participant deferral / active EE | $4,234 | $2,072+104.3% | $3,985+6.2% | $5,207-18.7% |
| Admin fee / account holder | $31 | $85-62.9% | $6,852-99.5% | $114-72.4% |