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 LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $34,438 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,980 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,973 | $50,9820% | $154,803-67.1% | $85,563-40.4% |
| Participation rate | 47.8% | 59.8%-12.0pp | 78.1%-30.2pp | 66.0%-18.1pp |
| Annual return | 20.73% | 30.35%-9.6pp | 58.88%-38.2pp | 31.51%-10.8pp |
| Employer contribution / active EE | $3,827 | $1,708+124.0% | $4,305-11.1% | $2,654+44.2% |
| Participant deferral / active EE | $6,407 | $2,474+159.0% | $5,540+15.6% | $4,375+46.4% |
| Admin fee / account holder | $212 | $846-74.9% | $14,329-98.5% | $834-74.6% |