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 | $50,695 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $24,684 |
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 | $61,027 | $82,202-25.8% | $125,339-51.3% | $64,808-5.8% |
| Participation rate | 82.7% | 77.9%+4.8pp | 82.4%+0.3pp | 71.5%+11.2pp |
| Annual return | 187.10% | 3.48%+183.6pp | 572.05%-385.0pp | 32.82%+154.3pp |
| Employer contribution / active EE | $4,146 | $3,615+14.7% | $4,814-13.9% | $2,506+65.5% |
| Participant deferral / active EE | $9,821 | $7,175+36.9% | $7,446+31.9% | $4,310+127.9% |
| Admin fee / account holder | $111 | $163-32.2% | $10,010-98.9% | $188-41.0% |