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 | $75,253 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $74,980 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,659 | $58,778+180.1% | $129,207+27.4% | $77,643+112.1% |
| Participation rate | 97.7% | 59.2%+38.5pp | 69.6%+28.1pp | 70.6%+27.1pp |
| Annual return | 13.67% | 24.73%-11.1pp | 9417.33%-9403.7pp | 31.24%-17.6pp |
| Employer contribution / active EE | $2,645 | $1,952+35.5% | $4,153-36.3% | $2,726-3.0% |
| Participant deferral / active EE | $11,159 | $3,212+247.4% | $4,168+167.8% | $4,647+140.1% |
| Admin fee / account holder | $189 | $589-67.9% | $7,715-97.5% | $430-56.0% |