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 | $52,053 |
Filed as: MJM401K, LLC Service code 16 · EIN 86-0882983 | Consulting | $44,000 |
MMA SECURITIES LLC3 years Filed as: MMC SECURITIES LLC Service code 27 · EIN 06-1685865 | Advisory (Plan) | $13,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,184 | $87,173-86.0% | $59,878-79.7% | $75,289-83.8% |
| Participation rate | 88.4% | 74.5%+13.9pp | 74.7%+13.7pp | 72.4%+16.0pp |
| Annual return | -49.18% | -2.14%-47.0pp | 3.46%-52.6pp | -0.04%-49.1pp |
| Employer contribution / active EE | $932 | $3,473-73.2% | $2,722-65.8% | $2,405-61.3% |
| Participant deferral / active EE | $4,477 | $3,379+32.5% | $3,402+31.6% | $3,739+19.8% |
| Admin fee / account holder | $23 | $75-69.7% | $3,590-99.4% | $102-77.8% |