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 LLC2 years Service code 99 · EIN 22-3570392 | Other Fees | $37,178 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,761 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,155 | $44,897-6.1% | $84,966-50.4% | $199,593-78.9% |
| Participation rate | 6.7% | 45.7%-39.0pp | 67.5%-60.8pp | 72.0%-65.3pp |
| Annual return | 16.04% | 20.96%-4.9pp | 66.38%-50.3pp | 34.25%-18.2pp |
| Employer contribution / active EE | $63 | $1,365-95.4% | $2,727-97.7% | $3,034-97.9% |
| Participant deferral / active EE | $699 | $2,668-73.8% | $4,519-84.5% | $5,087-86.3% |
| Admin fee / account holder | $21 | $584-96.4% | $6,149-99.7% | $269-92.2% |