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 Service code 16 · EIN 22-3570392 | Consulting | $14,625 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,981 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,155 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,443 | $29,369+47.9% | $77,482-43.9% | $73,409-40.8% |
| Participation rate | 33.5% | 37.9%-4.4pp | 54.2%-20.7pp | 72.2%-38.7pp |
| Annual return | -3.94% | 358.15%-362.1pp | 54.79%-58.7pp | 59.29%-63.2pp |
| Employer contribution / active EE | $363 | $406-10.5% | $986-63.2% | $2,234-83.7% |
| Participant deferral / active EE | $1,210 | $941+28.6% | $1,861-35.0% | $3,805-68.2% |
| Admin fee / account holder | $122 | $123-1.0% | $2,858-95.7% | $158-23.0% |