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 5-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 15 · EIN 04-2647786 | Recordkeeping | $873,443 |
MMA SECURITIES LLC2 years Service code 28 · EIN 52-2189187 | Investment Management | $70,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,443 |
KBF CPAS - AUDIT, LLP1 year Filed as: KBF CPAS - AUDIT LLP Service code 10 · EIN 33-2366711 | Accounting | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,832 | $140,769-76.7% | $66,042-50.3% | $140,769-76.7% |
| Participation rate | 63.0% | 74.2%-11.1pp | 67.5%-4.5pp | 74.2%-11.1pp |
| Annual return | 17.46% | 16.82%+0.6pp | 52.11%-34.6pp | 16.82%+0.6pp |
| Employer contribution / active EE | $1,070 | $3,906-72.6% | $1,579-32.3% | $3,906-72.6% |
| Participant deferral / active EE | $2,344 | $6,717-65.1% | $2,835-17.3% | $6,717-65.1% |
| Admin fee / account holder | $64 | $229-72.3% | $5,747-98.9% | $229-72.3% |