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 4-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 | $120,176 |
MMA SECURITIES LLC4+ years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $81,521 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,076 |
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 | $83,277 | $89,808-7.3% | $100,391-17.0% | $77,643+7.3% |
| Participation rate | 89.0% | 81.2%+7.8pp | 81.5%+7.5pp | 70.6%+18.4pp |
| Annual return | 17.75% | 20.62%-2.9pp | 49.20%-31.5pp | 31.24%-13.5pp |
| Employer contribution / active EE | $3,456 | $3,039+13.7% | $3,942-12.3% | $2,726+26.8% |
| Participant deferral / active EE | $13,212 | $8,284+59.5% | $8,082+63.5% | $4,647+184.3% |
| Admin fee / account holder | $193 | $174+10.8% | $7,899-97.6% | $430-55.1% |