See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $121,911 |
MMA SECURITIES LLC2 years Service code 27 · EIN 52-2189187 | Advisory (Plan) | $23,995 |
Filed as: ONEDIGITAL INVESTMENT Service code 27 · EIN 82-1434504 | Advisory (Plan) | $23,995 |
UHY LLP4 years Service code 10 · EIN 20-0694403 | Accounting | $20,961 |
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 | $27,707 | $62,544-55.7% | $129,207-78.6% | $199,593-86.1% |
| Participation rate | 94.3% | 56.8%+37.5pp | 69.6%+24.6pp | 72.0%+22.3pp |
| Annual return | 12.31% | 16.95%-4.6pp | 9417.33%-9405.0pp | 34.25%-21.9pp |
| Employer contribution / active EE | $818 | $2,394-65.8% | $4,153-80.3% | $3,034-73.0% |
| Participant deferral / active EE | $3,298 | $3,123+5.6% | $4,168-20.9% | $5,087-35.2% |
| Admin fee / account holder | $114 | $167-31.5% | $7,715-98.5% | $269-57.5% |