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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $151,072 |
MMA SECURITIES LLC1 year Service code 16 · EIN 52-2189187 | Consulting | $128,054 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $90,204 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $35,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,932 | $114,195-16.9% | $106,548-10.9% | $93,030+2.0% |
| Participation rate | 64.8% | 86.4%-21.6pp | 76.1%-11.4pp | 73.9%-9.1pp |
| Annual return | 14.46% | 22.18%-7.7pp | 26.80%-12.3pp | 158.70%-144.2pp |
| Employer contribution / active EE | $1,917 | $4,009-52.2% | $2,819-32.0% | $2,706-29.1% |
| Participant deferral / active EE | $4,184 | $5,908-29.2% | $4,398-4.9% | $4,562-8.3% |
| Admin fee / account holder | $299 | $105+185.6% | $7,407-96.0% | $152+97.2% |