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 | $300,117 |
MMA SECURITIES LLC2 years Service code 16 · EIN 22-3570392 | Consulting | $96,072 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,605 | $81,719+43.9% | $101,248+16.2% | $90,288+30.3% |
| Participation rate | 99.7% | 80.7%+19.0pp | 75.8%+23.9pp | 73.4%+26.4pp |
| Annual return | 14.98% | 337.64%-322.7pp | 46.47%-31.5pp | 53.97%-39.0pp |
| Employer contribution / active EE | $7,004 | $3,622+93.3% | $3,660+91.4% | $2,524+177.5% |
| Participant deferral / active EE | $3,650 | $3,310+10.3% | $4,370-16.5% | $4,232-13.8% |
| Admin fee / account holder | $223 | $162+37.6% | $5,945-96.3% | $114+95.4% |