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 Service code 26 · EIN 22-3570392 | Advisory (Participants) | $18,855 |
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 | $32,284 | $65,376-50.6% | $87,100-62.9% | $65,185-50.5% |
| Participation rate | 84.4% | 75.3%+9.1pp | 76.9%+7.6pp | 70.2%+14.2pp |
| Annual return | 20.49% | 31.27%-10.8pp | 28.19%-7.7pp | 29.38%-8.9pp |
| Employer contribution / active EE | $524 | $1,822-71.2% | $2,521-79.2% | $2,177-75.9% |
| Participant deferral / active EE | $2,103 | $3,388-37.9% | $4,049-48.0% | $3,514-40.1% |
| Admin fee / account holder | $29 | $520-94.3% | $7,497-99.6% | $847-96.5% |