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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,899 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $30,000 |
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 | $42,570 | $66,457-35.9% | $81,382-47.7% | $77,643-45.2% |
| Participation rate | 92.0% | 68.7%+23.3pp | 69.5%+22.5pp | 70.6%+21.4pp |
| Annual return | 13.88% | 15.93%-2.1pp | 24.73%-10.9pp | 31.24%-17.4pp |
| Employer contribution / active EE | $2,515 | $2,159+16.5% | $2,463+2.1% | $2,726-7.7% |
| Participant deferral / active EE | $4,764 | $3,679+29.5% | $3,883+22.7% | $4,647+2.5% |
| Admin fee / account holder | $189 | $583-67.6% | $5,768-96.7% | $430-56.1% |