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 7-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 LLC5 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $30,365 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,038 |
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 | $66,432 | $101,317-34.4% | $146,958-54.8% | $74,495-10.8% |
| Participation rate | 72.9% | 75.5%-2.6pp | 82.2%-9.2pp | 67.2%+5.7pp |
| Annual return | 19.19% | 8730.91%-8711.7pp | 418.34%-399.1pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $5,225 | $3,810+37.1% | $4,933+5.9% | $2,623+99.2% |
| Participant deferral / active EE | $9,494 | $7,303+30.0% | $8,070+17.7% | $4,346+118.5% |
| Admin fee / account holder | $246 | $1,739-85.9% | $12,998-98.1% | $1,942-87.4% |