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 |
|---|---|---|
MHBT1 year Filed as: MHBT, A MMA LLC COMPANY Service code 11 · EIN 26-3237576 | Actuarial | $40,221 |
BAKER AVENUE3+ years Service code 28 · EIN 20-1735413 | Investment Management | $25,042 |
THE BURNEY COMPANY2 years Filed as: BURNEY CO. Service code 28 · EIN 20-3377971 | Investment Management | $22,476 |
ATLANTIC TRUST3+ years Service code 28 · EIN 84-1142974 | Investment Management | $12,493 |
EIDE BAILLY LLP3+ years Service code 10 · EIN 45-0250958 | Accounting | $11,900 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 17.45% | 13.03%+4.4pp | 10.36%+7.1pp | 23.90%-6.4pp |
| Employer contribution / active EE | $0 | $15,779-100.0% | $37,738-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |