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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $91,905 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $20,636 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 28 · EIN 22-3570392 | Investment Management | $0 |
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 | $141,251 | $72,277+95.4% | $101,248+39.5% | $79,858+76.9% |
| Participation rate | 94.0% | 68.5%+25.5pp | 75.8%+18.2pp | 69.6%+24.3pp |
| Annual return | 13.60% | 22.30%-8.7pp | 46.47%-32.9pp | 31.71%-18.1pp |
| Employer contribution / active EE | $4,332 | $2,692+60.9% | $3,660+18.4% | $2,471+75.3% |
| Participant deferral / active EE | $8,442 | $3,282+157.2% | $4,370+93.2% | $3,740+125.7% |
| Admin fee / account holder | $176 | $4,400-96.0% | $5,945-97.0% | $5,306-96.7% |