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 37 · EIN 04-2647786 | Loan Processing | $86,734 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $31,500 |
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 | $86,077 | $106,110-18.9% | $147,005-41.4% | $77,671+10.8% |
| Participation rate | 97.6% | 78.4%+19.2pp | 82.2%+15.5pp | 70.6%+27.1pp |
| Annual return | 15.25% | 56.77%-41.5pp | 418.76%-403.5pp | 31.21%-16.0pp |
| Employer contribution / active EE | $4,018 | $4,065-1.1% | $4,934-18.6% | $2,726+47.4% |
| Participant deferral / active EE | $13,506 | $7,992+69.0% | $8,070+67.4% | $4,648+190.6% |
| Admin fee / account holder | $165 | $338-51.2% | $13,006-98.7% | $430-61.7% |