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 LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 36-2668272 | Advisory (Plan) | $23,925 |
JULY BUSINESS SERVICES3 years Service code 64 · EIN 74-2715820 | Recordkeeping Fees | $16,619 |
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 | $76,562 | $71,516+7.1% | $98,439-22.2% | $71,457+7.1% |
| Participation rate | 79.1% | 72.7%+6.4pp | 75.2%+3.9pp | 67.9%+11.1pp |
| Annual return | 19.33% | 32.41%-13.1pp | 21.16%-1.8pp | 28.85%-9.5pp |
| Employer contribution / active EE | $406 | $2,399-83.1% | $3,048-86.7% | $2,588-84.3% |
| Participant deferral / active EE | $3,254 | $4,109-20.8% | $4,738-31.3% | $4,289-24.1% |
| Admin fee / account holder | $290 | $1,675-82.7% | $8,948-96.8% | $1,587-81.8% |