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 | $41,450 |
MMA SECURITIES LLC5 years Service code 27 | Advisory (Plan) | $22,536 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $8,009 |
MMA SECURITIES LLC5 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 | $61,167 | $86,655-29.4% | $119,609-48.9% | $66,914-8.6% |
| Participation rate | 98.5% | 75.6%+22.9pp | 79.3%+19.2pp | 69.8%+28.7pp |
| Annual return | -15.53% | -8.00%-7.5pp | -14.97%-0.6pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,509 | $2,536-40.5% | $4,232-64.3% | $2,544-40.7% |
| Participant deferral / active EE | $9,022 | $4,358+107.0% | $5,602+61.0% | $4,237+112.9% |
| Admin fee / account holder | $264 | $755-65.0% | $10,323-97.4% | $593-55.5% |