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 LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $30,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,558 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,825 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,425 | $91,407+122.5% | $135,903+49.7% | $71,457+184.7% |
| Participation rate | 87.9% | 75.7%+12.3pp | 81.9%+6.0pp | 67.9%+20.0pp |
| Annual return | 16.22% | 29.90%-13.7pp | 68.23%-52.0pp | 28.85%-12.6pp |
| Employer contribution / active EE | $4,173 | $3,703+12.7% | $4,856-14.1% | $2,588+61.3% |
| Participant deferral / active EE | $10,306 | $7,092+45.3% | $7,758+32.9% | $4,289+140.3% |
| Admin fee / account holder | $212 | $1,266-83.3% | $10,762-98.0% | $1,587-86.7% |