Filed April 23, 2021
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 13 · EIN 42-0127290 | Contract Administrator | $58,792 |
MMA SECURITIES LLC4 years Service code 27 | Advisory (Plan) | $25,294 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $4,895 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,185 | $93,182-26.8% | $146,665-53.5% | $79,386-14.1% |
| Participation rate | 96.5% | 76.4%+20.0pp | 80.1%+16.4pp | 70.7%+25.7pp |
| Annual return | 21.92% | 21.61%+0.3pp | 22.74%-0.8pp | 116.85%-94.9pp |
| Employer contribution / active EE | $1,153 | $2,420-52.3% | $4,136-72.1% | $2,427-52.5% |
| Participant deferral / active EE | $7,862 | $4,169+88.6% | $5,506+42.8% | $4,046+94.3% |
| Admin fee / account holder | $189 | $585-67.8% | $10,280-98.2% | $626-69.9% |