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 Filed as: MARSH INSURANCE AND INVESTMENTS COR Service code 53 · EIN 52-2189187 | Insurance Commissions | $54,797 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,705 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 52-1200960 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 20-8294681 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-2264646 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,483 | $60,545+160.1% | $92,233+70.7% | $69,631+126.2% |
| Participation rate | 92.9% | 72.2%+20.8pp | 76.5%+16.5pp | 70.7%+22.3pp |
| Annual return | 16.66% | 19.71%-3.1pp | 176.28%-159.6pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $10,256 | $2,633+289.5% | $3,679+178.7% | $2,032+404.7% |
| Participant deferral / active EE | $5,494 | $2,828+94.3% | $3,897+41.0% | $3,224+70.4% |
| Admin fee / account holder | $14 | $145-90.6% | $5,194-99.7% | $110-87.7% |