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 |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 04-2848081 | Advisory (Plan) | $25,000 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $13,498 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $143,411 | $55,449+158.6% | $83,848+71.0% | $56,287+154.8% |
| Participation rate | 85.8% | 68.0%+17.8pp | 76.1%+9.7pp | 69.9%+16.0pp |
| Annual return | -5.71% | -1.38%-4.3pp | 850.88%-856.6pp | -9.96%+4.2pp |
| Employer contribution / active EE | $3,194 | $2,430+31.4% | $3,631-12.0% | $2,111+51.3% |
| Participant deferral / active EE | $10,645 | $2,935+262.6% | $4,082+160.8% | $3,350+217.8% |
| Admin fee / account holder | $257 | $656-60.9% | $5,478-95.3% | $521-50.7% |