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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $67,011 |
MMA SECURITIES LLC2 years Filed as: MMC SECURITIES LLC Service code 16 · EIN 06-1685865 | Consulting | $27,500 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,978 | $45,324+3.6% | $122,332-61.6% | $69,631-32.5% |
| Participation rate | 56.2% | 59.9%-3.8pp | 71.6%-15.5pp | 70.7%-14.5pp |
| Annual return | 15.60% | 25.35%-9.7pp | 30.27%-14.7pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $2,511 | $1,230+104.2% | $4,050-38.0% | $2,032+23.6% |
| Participant deferral / active EE | $0 | $2,367-100.0% | $3,287-100.0% | $3,224-100.0% |
| Admin fee / account holder | $275 | $87+215.8% | $5,478-95.0% | $110+148.8% |