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 | $49,770 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 26 · EIN 22-3570392 | Advisory (Participants) | $34,550 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,935 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,788 | $106,028-38.9% | $146,958-55.9% | $77,643-16.6% |
| Participation rate | 66.9% | 78.4%-11.5pp | 82.2%-15.3pp | 70.6%-3.7pp |
| Annual return | 17.03% | 56.73%-39.7pp | 418.34%-401.3pp | 31.24%-14.2pp |
| Employer contribution / active EE | $2,612 | $4,063-35.7% | $4,933-47.0% | $2,726-4.2% |
| Participant deferral / active EE | $5,450 | $7,990-31.8% | $8,070-32.5% | $4,647+17.3% |
| Admin fee / account holder | $299 | $337-11.3% | $12,998-97.7% | $430-30.5% |