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 | $415,510 |
MMA SECURITIES LLC4 years Service code 16 · EIN 52-2189187 | Consulting | $100,147 |
RSM US LLP7 years Service code 10 · EIN 42-0714325 | Accounting | $43,837 |
ALAN ROSS & COMPANY, PC1 year Service code 10 · EIN 20-5367494 | Accounting | $36,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,758 | $112,623-31.0% | $106,213-26.8% | $199,593-61.0% |
| Participation rate | 75.9% | 86.2%-10.3pp | 75.3%+0.6pp | 72.0%+3.9pp |
| Annual return | 15.55% | 15.57%0pp | 116.14%-100.6pp | 34.25%-18.7pp |
| Employer contribution / active EE | $2,135 | $4,575-53.3% | $3,171-32.7% | $3,034-29.6% |
| Participant deferral / active EE | $4,399 | $6,659-33.9% | $5,016-12.3% | $5,087-13.5% |
| Admin fee / account holder | $258 | $107+140.8% | $11,033-97.7% | $269-4.2% |