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 LLC8 years Filed as: MMA SECURITIES Service code 99 · EIN 22-3570392 | Other Fees | $33,213 |
DAY SECKLER LLP1 year Service code 99 · EIN 26-2310586 | Other Fees | $24,269 |
Filed as: ANGELL PENSION GROUP Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $6,837 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,041 | $89,436-60.8% | $164,813-78.7% | $77,643-54.9% |
| Participation rate | 73.8% | 78.6%-4.8pp | 78.6%-4.8pp | 70.6%+3.3pp |
| Annual return | 16.07% | 28.83%-12.8pp | 69.93%-53.9pp | 31.24%-15.2pp |
| Employer contribution / active EE | $2,031 | $2,569-20.9% | $4,341-53.2% | $2,726-25.5% |
| Participant deferral / active EE | $3,600 | $4,897-26.5% | $6,031-40.3% | $4,647-22.5% |
| Admin fee / account holder | $101 | $339-70.2% | $12,690-99.2% | $430-76.5% |