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 | $18,590 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $13,656 |
MMA SECURITIES LLC7 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $8,384 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,932 | $80,673+10.2% | $101,326-12.2% | $84,808+4.9% |
| Participation rate | 93.9% | 77.8%+16.1pp | 81.5%+12.4pp | 68.3%+25.6pp |
| Annual return | 16.74% | 38.95%-22.2pp | 36.82%-20.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $5,447 | $2,698+101.9% | $3,665+48.6% | $2,631+107.0% |
| Participant deferral / active EE | $14,701 | $6,840+114.9% | $7,994+83.9% | $4,212+249.1% |
| Admin fee / account holder | $356 | $12,784-97.2% | $11,185-96.8% | $7,344-95.1% |