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 | $142,840 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $75,204 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,004 | $67,512-48.2% | $185,823-81.2% | $93,030-62.4% |
| Participation rate | 38.7% | 67.1%-28.5pp | 81.7%-43.0pp | 73.9%-35.2pp |
| Annual return | 16.44% | 21.04%-4.6pp | 122.05%-105.6pp | 158.70%-142.3pp |
| Employer contribution / active EE | $78 | $1,783-95.6% | $5,167-98.5% | $2,706-97.1% |
| Participant deferral / active EE | $2,585 | $3,035-14.8% | $5,568-53.6% | $4,562-43.3% |
| Admin fee / account holder | $134 | $318-57.7% | $16,237-99.2% | $152-11.5% |