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 3-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 22-3570392 | Advisory (Plan) | $46,022 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,190 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,193 |
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 | $52,996 | $99,078-46.5% | $96,544-45.1% | $74,419-28.8% |
| Participation rate | 91.8% | 80.7%+11.2pp | 76.0%+15.9pp | 70.7%+21.1pp |
| Annual return | 86.45% | 22.48%+64.0pp | 25.84%+60.6pp | 34.38%+52.1pp |
| Employer contribution / active EE | $2,123 | $2,570-17.4% | $2,965-28.4% | $2,637-19.5% |
| Participant deferral / active EE | $5,349 | $4,933+8.4% | $4,851+10.3% | $4,528+18.1% |
| Admin fee / account holder | $200 | $225-10.8% | $8,252-97.6% | $348-42.4% |