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 | $39,707 |
MMA SECURITIES LLC6 years Service code 27 | Advisory (Plan) | $21,927 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $6,716 |
MMA SECURITIES LLC6 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 | $70,765 | $82,978-14.7% | $129,995-45.6% | $71,457-1.0% |
| Participation rate | 97.9% | 74.1%+23.8pp | 78.5%+19.4pp | 67.9%+30.0pp |
| Annual return | 18.62% | 20.60%-2.0pp | -137.18%+155.8pp | 28.85%-10.2pp |
| Employer contribution / active EE | $1,505 | $2,622-42.6% | $4,320-65.2% | $2,588-41.8% |
| Participant deferral / active EE | $9,252 | $4,432+108.8% | $5,820+59.0% | $4,289+115.7% |
| Admin fee / account holder | $231 | $1,729-86.7% | $10,614-97.8% | $1,587-85.5% |