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 7-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 13 · EIN 42-0127290 | Contract Administrator | $65,950 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $14,458 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,918 | $89,436-35.2% | $164,813-64.9% | $77,643-25.4% |
| Participation rate | 91.6% | 78.6%+13.0pp | 78.6%+13.0pp | 70.6%+21.0pp |
| Annual return | 14.10% | 28.83%-14.7pp | 69.93%-55.8pp | 31.24%-17.1pp |
| Employer contribution / active EE | $1,414 | $2,569-45.0% | $4,341-67.4% | $2,726-48.1% |
| Participant deferral / active EE | $5,308 | $4,897+8.4% | $6,031-12.0% | $4,647+14.2% |
| Admin fee / account holder | $186 | $339-45.1% | $12,690-98.5% | $430-56.7% |