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 LLC1 year Filed as: MMC SECURITIES CORPORATION Service code 27 · EIN 06-1685865 | Advisory (Plan) | $39,654 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $37,041 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,764 |
FOSTER PEPPER PPLC1 year Service code 29 · EIN 91-0606972 | Legal | $9,925 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,324 | $74,024-34.7% | $77,999-38.0% | $57,658-16.2% |
| Participation rate | 96.7% | 79.7%+16.9pp | 75.5%+21.2pp | 70.2%+26.5pp |
| Annual return | 9.49% | 12.14%-2.7pp | 425.96%-416.5pp | 5.13%+4.4pp |
| Employer contribution / active EE | $1,491 | $2,365-37.0% | $2,470-39.6% | $1,974-24.5% |
| Participant deferral / active EE | $3,932 | $3,533+11.3% | $3,497+12.5% | $3,061+28.5% |
| Admin fee / account holder | $96 | $93+3.1% | $5,480-98.2% | $95+1.7% |