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 |
|---|---|---|
MHA FINANCIAL CORP1+ years Service code 55 · EIN 04-2614709 | Other Commissions | $9,187 |
Service code 37 · EIN 04-2647786 | Loan Processing | $425 |
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 | $83,144 | $62,561+32.9% | $105,218-21.0% | $52,331+58.9% |
| Participation rate | 72.4% | 70.4%+2.0pp | 77.2%-4.9pp | 68.1%+4.3pp |
| Annual return | 0.40% | 8.71%-8.3pp | 5.33%-4.9pp | 4.54%-4.1pp |
| Employer contribution / active EE | $3,376 | $2,137+58.0% | $3,255+3.7% | $1,882+79.4% |
| Participant deferral / active EE | $7,143 | $3,355+112.9% | $4,867+46.8% | $3,022+136.4% |
| Admin fee / account holder | $3 | $198-98.4% | $6,992-100.0% | $592-99.5% |