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 16 · EIN 22-3570392 | Consulting | $30,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,557 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$49,953 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,230 | $99,078+19.3% | $96,544+22.5% | $74,419+58.9% |
| Participation rate | 84.8% | 80.7%+4.1pp | 76.0%+8.8pp | 70.7%+14.1pp |
| Annual return | 22.60% | 22.48%+0.1pp | 25.84%-3.2pp | 34.38%-11.8pp |
| Employer contribution / active EE | $2,511 | $2,570-2.3% | $2,965-15.3% | $2,637-4.8% |
| Participant deferral / active EE | $5,336 | $4,933+8.2% | $4,851+10.0% | $4,528+17.8% |
| Admin fee / account holder | -$37 | $225-116.5% | $8,252-100.5% | $348-110.7% |