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 LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 04-2848081 | Advisory (Plan) | $25,000 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,564 |
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 | $170,596 | $63,114+170.3% | $92,893+83.6% | $65,185+161.7% |
| Participation rate | 87.5% | 68.8%+18.7pp | 76.0%+11.5pp | 70.2%+17.3pp |
| Annual return | 24.83% | 28.75%-3.9pp | 109.41%-84.6pp | 29.38%-4.6pp |
| Employer contribution / active EE | $3,323 | $2,571+29.3% | $3,653-9.0% | $2,177+52.7% |
| Participant deferral / active EE | $11,230 | $3,108+261.3% | $4,236+165.1% | $3,514+219.6% |
| Admin fee / account holder | $247 | $624-60.3% | $5,794-95.7% | $847-70.8% |