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 | $328,413 |
MMA SECURITIES LLC3 years Service code 16 · EIN 22-3570392 | Consulting | $98,950 |
MCCALL SCANLON & TICE, LLC3 years Service code 10 · EIN 26-2728289 | Accounting | $11,000 |
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 | $146,102 | $78,275+86.7% | $109,143+33.9% | $86,799+68.3% |
| Participation rate | 99.4% | 73.8%+25.5pp | 75.9%+23.5pp | 72.3%+27.1pp |
| Annual return | 12.78% | 19.14%-6.4pp | 25.75%-13.0pp | 97.91%-85.1pp |
| Employer contribution / active EE | $12,583 | $3,105+305.3% | $3,722+238.1% | $2,405+423.1% |
| Participant deferral / active EE | $4,452 | $3,641+22.3% | $4,653-4.3% | $4,131+7.8% |
| Admin fee / account holder | $273 | $198+37.4% | $6,752-96.0% | $170+60.8% |