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 Service code 27 · EIN 22-3570392 | Advisory (Plan) | $45,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$51,884 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,500 | $81,719+68.3% | $101,248+35.8% | $90,288+52.3% |
| Participation rate | 69.7% | 80.7%-11.0pp | 75.8%-6.1pp | 73.4%-3.7pp |
| Annual return | 15.83% | 337.64%-321.8pp | 46.47%-30.6pp | 53.97%-38.1pp |
| Employer contribution / active EE | $1,827 | $3,622-49.6% | $3,660-50.1% | $2,524-27.6% |
| Participant deferral / active EE | $5,745 | $3,310+73.6% | $4,370+31.5% | $4,232+35.7% |
| Admin fee / account holder | -$5 | $162-102.9% | $5,945-100.1% | $114-104.1% |