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 Filed as: MMC SECURITIES LLC Service code 13 · EIN 06-1685865 | Contract Administrator | $38,342 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $69 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,817 | $48,076+153.4% | $78,689+54.8% | $62,891+93.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 5.86% | 31.35%-25.5pp | 62.18%-56.3pp | 20.14%-14.3pp |
| Employer contribution / active EE | $11,413 | $2,015+466.5% | $2,851+300.4% | $2,281+400.4% |
| Participant deferral / active EE | $7,250 | $2,588+180.2% | $3,517+106.2% | $3,203+126.4% |
| Admin fee / account holder | $154 | $3,207-95.2% | $4,510-96.6% | $4,296-96.4% |