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 | $93,116 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $57,518 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 30-1413443 | Accounting | $51,090 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,203 | $61,272-1.7% | $149,673-59.8% | $71,457-15.7% |
| Participation rate | 27.1% | 62.5%-35.4pp | 78.8%-51.7pp | 67.9%-40.8pp |
| Annual return | 14.24% | 35.85%-21.6pp | 134.42%-120.2pp | 28.85%-14.6pp |
| Employer contribution / active EE | $161 | $2,378-93.2% | $4,818-96.7% | $2,588-93.8% |
| Participant deferral / active EE | $4,167 | $2,917+42.8% | $5,680-26.6% | $4,289-2.8% |
| Admin fee / account holder | $317 | $1,261-74.9% | $13,210-97.6% | $1,587-80.0% |