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 99 · EIN 33-3000333 | Other Fees | $22,500 |
O'CONNOR DAVIES, LLP2 years Filed as: O CONNOR AND DREW P.C. Service code 99 · EIN 44-4000444 | Other Fees | $11,035 |
Service code 99 · EIN 04-2530412 | Other Fees | $6,178 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $149,370 | $95,542+56.3% | $69,455+115.1% | $67,579+121.0% |
| Participation rate | 49.3% | 79.4%-30.1pp | 74.6%-25.3pp | 71.3%-22.0pp |
| Annual return | 2.72% | 17.67%-14.9pp | 28.97%-26.2pp | 378.56%-375.8pp |
| Employer contribution / active EE | $3,295 | $2,989+10.2% | $2,779+18.6% | $2,148+53.4% |
| Participant deferral / active EE | $3,667 | $3,263+12.4% | $3,535+3.7% | $3,539+3.6% |
| Admin fee / account holder | $53 | $90-40.6% | $3,839-98.6% | $142-62.5% |