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 | $38,760 |
MMA SECURITIES LLC5 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $29,994 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,230 | $67,984-7.0% | $65,493-3.5% | $74,304-14.9% |
| Participation rate | 98.6% | 66.3%+32.3pp | 73.1%+25.5pp | 60.3%+38.3pp |
| Annual return | 19.40% | 19.87%-0.5pp | 982.45%-963.1pp | 29.43%-10.0pp |
| Employer contribution / active EE | $3,263 | $2,491+31.0% | $2,574+26.7% | $2,241+45.6% |
| Participant deferral / active EE | $8,739 | $3,346+161.2% | $3,961+120.6% | $3,767+132.0% |
| Admin fee / account holder | $240 | $1,373-82.5% | $5,028-95.2% | $2,969-91.9% |