Filed September 11, 2023
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 64 · EIN 71-0294708 | Recordkeeping Fees | $63,813 |
MMA SECURITIES LLC2 years Service code 99 · EIN 22-3570392 | Other Fees | $25,202 |
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 | $45,583 | $55,415-17.7% | $155,509-70.7% | $74,495-38.8% |
| Participation rate | 72.2% | 61.9%+10.3pp | 78.2%-5.9pp | 67.2%+5.0pp |
| Annual return | 15.19% | 268.50%-253.3pp | 64.67%-49.5pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $2,075 | $2,267-8.5% | $4,672-55.6% | $2,623-20.9% |
| Participant deferral / active EE | $3,897 | $2,836+37.4% | $5,626-30.7% | $4,346-10.3% |
| Admin fee / account holder | $284 | $1,738-83.7% | $15,912-98.2% | $1,942-85.4% |