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 |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $64,362 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $43,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,815 | $82,917-41.1% | $103,333-52.8% | $77,643-37.1% |
| Participation rate | 90.3% | 71.6%+18.7pp | 74.5%+15.8pp | 70.6%+19.7pp |
| Annual return | 11.45% | 19.13%-7.7pp | 24.88%-13.4pp | 31.24%-19.8pp |
| Employer contribution / active EE | $1,463 | $3,552-58.8% | $3,868-62.2% | $2,726-46.3% |
| Participant deferral / active EE | $3,813 | $4,108-7.2% | $5,057-24.6% | $4,647-17.9% |
| Admin fee / account holder | $195 | $638-69.5% | $8,355-97.7% | $430-54.8% |