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 LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 36-2668272 | Advisory (Plan) | $23,395 |
JULY BUSINESS SERVICES2 years Service code 64 · EIN 74-2715820 | Recordkeeping Fees | $10,701 |
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.
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 | $76,571 | $72,607+5.5% | $90,749-15.6% | $66,914+14.4% |
| Participation rate | 67.8% | 73.7%-5.9pp | 75.7%-7.9pp | 69.8%-2.0pp |
| Annual return | -16.63% | -12.28%-4.3pp | -12.16%-4.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $372 | $2,369-84.3% | $2,921-87.3% | $2,544-85.4% |
| Participant deferral / active EE | $3,506 | $3,977-11.9% | $4,564-23.2% | $4,237-17.3% |
| Admin fee / account holder | $291 | $707-58.8% | $8,445-96.5% | $593-50.9% |