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 8-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 LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $42,484 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,357 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,944 |
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 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 | $91,524 | $70,908+29.1% | $98,907-7.5% | $73,488+24.5% |
| Participation rate | 88.8% | 73.8%+15.1pp | 76.0%+12.8pp | 70.7%+18.2pp |
| Annual return | 14.13% | 34.17%-20.0pp | 196.43%-182.3pp | 28.51%-14.4pp |
| Employer contribution / active EE | $3,831 | $2,036+88.1% | $2,689+42.5% | $2,270+68.8% |
| Participant deferral / active EE | $7,716 | $3,500+120.5% | $4,244+81.8% | $3,740+106.3% |
| Admin fee / account holder | $372 | $535-30.4% | $6,642-94.4% | $513-27.4% |