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 | $333,143 |
MMA SECURITIES LLC6 years Service code 16 · EIN 22-3570392 | Consulting | $116,912 |
MCCALL SCANLON & TICE, LLC6 years Service code 10 · EIN 26-2728289 | Accounting | $7,500 |
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 | $152,494 | $82,917+83.9% | $103,333+47.6% | $77,643+96.4% |
| Participation rate | 99.6% | 71.6%+28.0pp | 74.5%+25.1pp | 70.6%+29.0pp |
| Annual return | 12.37% | 19.13%-6.8pp | 24.88%-12.5pp | 31.24%-18.9pp |
| Employer contribution / active EE | $8,307 | $3,552+133.9% | $3,868+114.8% | $2,726+204.7% |
| Participant deferral / active EE | $5,124 | $4,108+24.7% | $5,057+1.3% | $4,647+10.3% |
| Admin fee / account holder | $271 | $638-57.6% | $8,355-96.8% | $430-37.1% |