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 LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 36-2668272 | Advisory (Plan) | $28,211 |
JULY BUSINESS SERVICES4 years Service code 64 · EIN 74-2715820 | Recordkeeping Fees | $20,171 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,542 | $78,485+2.6% | $106,213-24.2% | $74,495+8.1% |
| Participation rate | 72.7% | 72.8%-0.1pp | 75.3%-2.6pp | 67.2%+5.5pp |
| Annual return | 16.67% | 15.95%+0.7pp | 116.14%-99.5pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $447 | $2,523-82.3% | $3,171-85.9% | $2,623-83.0% |
| Participant deferral / active EE | $3,310 | $4,322-23.4% | $5,016-34.0% | $4,346-23.8% |
| Admin fee / account holder | $367 | $2,232-83.6% | $11,033-96.7% | $1,942-81.1% |