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 | $308,535 |
MMA SECURITIES LLC4 years Service code 16 · EIN 22-3570392 | Consulting | $101,917 |
MCCALL SCANLON & TICE, LLC4 years Service code 10 · EIN 26-2728289 | Accounting | $11,250 |
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 | $122,370 | $106,236+15.2% | $112,228+9.0% | $64,808+88.8% |
| Participation rate | 99.6% | 71.7%+27.9pp | 75.1%+24.5pp | 71.5%+28.1pp |
| Annual return | -15.60% | -6.02%-9.6pp | 27.45%-43.1pp | 32.82%-48.4pp |
| Employer contribution / active EE | $7,253 | $3,166+129.1% | $3,635+99.6% | $2,506+189.5% |
| Participant deferral / active EE | $4,586 | $3,785+21.2% | $4,728-3.0% | $4,310+6.4% |
| Admin fee / account holder | $253 | $452-44.0% | $6,410-96.1% | $188+34.6% |