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 | $24,802 |
MMA SECURITIES LLC1 year Service code 49 · EIN 22-3570392 | Other Services | $10,685 |
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 | $87,906 | $72,277+21.6% | $101,248-13.2% | $79,858+10.1% |
| Participation rate | 78.0% | 68.5%+9.6pp | 75.8%+2.2pp | 69.6%+8.4pp |
| Annual return | 14.47% | 22.30%-7.8pp | 46.47%-32.0pp | 31.71%-17.2pp |
| Employer contribution / active EE | $15,289 | $2,692+468.0% | $3,660+317.8% | $2,471+518.8% |
| Participant deferral / active EE | $2,715 | $3,282-17.3% | $4,370-37.9% | $3,740-27.4% |
| Admin fee / account holder | $225 | $4,400-94.9% | $5,945-96.2% | $5,306-95.8% |