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 | $346,944 |
MMA SECURITIES LLC3 years Service code 16 · EIN 52-2189187 | Consulting | $84,352 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,403 | $104,631-36.5% | $98,439-32.5% | $80,160-17.2% |
| Participation rate | 74.9% | 87.5%-12.7pp | 75.2%-0.3pp | 72.9%+2.0pp |
| Annual return | 30.20% | 34.72%-4.5pp | 21.16%+9.0pp | 40.38%-10.2pp |
| Employer contribution / active EE | $2,041 | $4,517-54.8% | $3,048-33.0% | $2,978-31.5% |
| Participant deferral / active EE | $3,896 | $6,545-40.5% | $4,738-17.8% | $5,017-22.3% |
| Admin fee / account holder | $173 | $105+65.0% | $8,948-98.1% | $145+19.4% |