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 LLC2+ years Filed as: MMC SECURITIES CORP. Service code 27 · EIN 06-1685865 | Advisory (Plan) | $21,500 |
Service code 15 · EIN 04-1590850 | Recordkeeping | $18,604 |
SISTERSON & CO. LLP2+ years Filed as: SISTERSON & CO., LLP Service code 10 · EIN 25-1467156 | Accounting | $9,300 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,362 | $75,183-37.0% | $123,892-61.8% | $55,167-14.1% |
| Participation rate | 90.4% | 72.8%+17.6pp | 81.4%+9.0pp | 69.0%+21.5pp |
| Annual return | 6.71% | 19.01%-12.3pp | 47.52%-40.8pp | 169.23%-162.5pp |
| Employer contribution / active EE | $308 | $2,823-89.1% | $4,617-93.3% | $1,963-84.3% |
| Participant deferral / active EE | $3,863 | $5,084-24.0% | $5,984-35.4% | $3,054+26.5% |
| Admin fee / account holder | $10 | $663-98.4% | $8,357-99.9% | $504-97.9% |