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 |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES LLC Service code 55 · EIN 06-1685865 | Other Commissions | $8,055 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,325 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,124 | $44,059-74.8% | $71,671-84.5% | $69,631-84.0% |
| Participation rate | 82.4% | 60.8%+21.6pp | 68.7%+13.6pp | 70.7%+11.7pp |
| Annual return | 22.70% | 21.97%+0.7pp | 20.65%+2.1pp | 27571.02%-27548.3pp |
| Employer contribution / active EE | $340 | $1,305-74.0% | $2,460-86.2% | $2,032-83.3% |
| Participant deferral / active EE | $2,152 | $2,370-9.2% | $3,438-37.4% | $3,224-33.3% |
| Admin fee / account holder | $9 | $108-91.6% | $5,558-99.8% | $110-91.8% |