Filed October 10, 2017
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 9-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 |
|---|---|---|
MMA SECURITIES LLC2 years Service code 16 · EIN 22-3570392 | Consulting | $36,250 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,135 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,515 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,347 | $99,078+74.0% | $96,544+78.5% | $74,419+131.6% |
| Participation rate | 95.0% | 80.7%+14.3pp | 76.0%+19.0pp | 70.7%+24.2pp |
| Annual return | 17.46% | 22.48%-5.0pp | 25.84%-8.4pp | 34.38%-16.9pp |
| Employer contribution / active EE | $3,495 | $2,570+36.0% | $2,965+17.9% | $2,637+32.5% |
| Participant deferral / active EE | $10,078 | $4,933+104.3% | $4,851+107.8% | $4,528+122.6% |
| Admin fee / account holder | $204 | $225-9.1% | $8,252-97.5% | $348-41.3% |