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 | $78,520+13.3% | $96,576-7.9% | $82,448+7.9% |
| Participation rate | 93.9% | 77.7%+16.1pp | 81.4%+12.4pp | 68.1%+25.8pp |
| Annual return | 16.74% | 41.30%-24.6pp | 38.47%-21.7pp | 41.64%-24.9pp |
| Employer contribution / active EE | $5,447 | $2,630+107.1% | $3,553+53.3% | $2,551+113.5% |
| Participant deferral / active EE | $14,701 | $6,754+117.7% | $7,956+84.8% | $4,139+255.2% |
| Admin fee / account holder | $356 | $13,455-97.4% | $11,381-96.9% | $7,234-95.1% |