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 4-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,120 |
MMA SECURITIES LLC2 years Filed as: MARSH & MCLENNAN COMPANIES INC Service code 27 · EIN 36-2668272 | Advisory (Plan) | $36,072 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,597 | $79,171+92.7% | $102,423+49.0% | $74,495+104.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 15.20% | 54.93%-39.7pp | 29.32%-14.1pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $4,839 | $2,362+104.8% | $3,023+60.1% | $2,623+84.5% |
| Participant deferral / active EE | $8,988 | $4,415+103.6% | $5,053+77.9% | $4,346+106.8% |
| Admin fee / account holder | $268 | $2,001-86.6% | $9,451-97.2% | $1,942-86.2% |