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 7-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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $38,801 |
MMA SECURITIES LLC1 year Service code 16 · EIN 22-3570392 | Consulting | $16,889 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,414 | $55,636+96.7% | $81,983+33.5% | $73,488+48.9% |
| Participation rate | 100.0% | 62.3%+37.7pp | 69.2%+30.8pp | 70.7%+29.3pp |
| Annual return | 17.53% | 19.07%-1.5pp | 41.31%-23.8pp | 28.51%-11.0pp |
| Employer contribution / active EE | $678 | $1,625-58.3% | $2,498-72.9% | $2,270-70.1% |
| Participant deferral / active EE | $7,071 | $2,762+156.0% | $3,722+90.0% | $3,740+89.1% |
| Admin fee / account holder | $256 | $493-48.1% | $5,664-95.5% | $513-50.1% |