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 13 · EIN 42-0127290 | Contract Administrator | $293,588 |
MMA SECURITIES LLC2 years Service code 16 · EIN 52-2189187 | Consulting | $81,651 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $42,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,899 | $136,266-52.4% | $90,749-28.5% | $77,904-16.7% |
| Participation rate | 61.5% | 86.6%-25.2pp | 75.7%-14.2pp | 73.7%-12.2pp |
| Annual return | -16.28% | -11.32%-5.0pp | -12.16%-4.1pp | 12.21%-28.5pp |
| Employer contribution / active EE | $1,512 | $4,215-64.1% | $2,921-48.2% | $2,848-46.9% |
| Participant deferral / active EE | $3,342 | $6,353-47.4% | $4,564-26.8% | $4,806-30.5% |
| Admin fee / account holder | $205 | $399-48.6% | $8,445-97.6% | $133+54.7% |