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 |
|---|---|---|
MMA SECURITIES LLC1 year Service code 26 · EIN 22-3570392 | Advisory (Participants) | $10,866 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $5,263 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $107 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,420 | $67,984+8.0% | $65,493+12.1% | $74,304-1.2% |
| Participation rate | 66.9% | 66.3%+0.6pp | 73.1%-6.2pp | 60.3%+6.6pp |
| Annual return | 11.69% | 19.87%-8.2pp | 982.45%-970.8pp | 29.43%-17.7pp |
| Employer contribution / active EE | $913 | $2,491-63.4% | $2,574-64.5% | $2,241-59.3% |
| Participant deferral / active EE | $1,953 | $3,346-41.6% | $3,961-50.7% | $3,767-48.1% |
| Admin fee / account holder | $107 | $1,373-92.2% | $5,028-97.9% | $2,969-96.4% |