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 6-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 | $32,520 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $13,798 |
MORNINGSTAR1 year 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 | $31,290 | $50,815-38.4% | $155,509-79.9% | $77,643-59.7% |
| Participation rate | 90.4% | 63.1%+27.3pp | 78.2%+12.2pp | 70.6%+19.8pp |
| Annual return | 13.43% | 34.80%-21.4pp | 64.67%-51.2pp | 31.24%-17.8pp |
| Employer contribution / active EE | $4,360 | $1,993+118.8% | $4,672-6.7% | $2,726+60.0% |
| Participant deferral / active EE | $4,343 | $2,822+53.9% | $5,626-22.8% | $4,647-6.5% |
| Admin fee / account holder | $119 | $437-72.7% | $15,912-99.3% | $430-72.3% |