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 |
|---|---|---|
MHBT2 years Filed as: MHBT, A MMA LLC COMPANY Service code 11 · EIN 26-3237576 | Actuarial | $41,077 |
BAKER AVENUE4+ years Service code 28 · EIN 20-1735413 | Investment Management | $28,900 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILY LLP Service code 10 · EIN 45-0250958 | Accounting | $10,600 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -6.35% | -1.12%-5.2pp | -2.18%-4.2pp | 0.19%-6.5pp |
| Employer contribution / active EE | $11,185 | $12,052-7.2% | $38,751-71.1% | $13,763-18.7% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |