Filed July 21, 2026 (most recent of 4 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,249 |
MMA SECURITIES LLC2 years Service code 55 · EIN 22-3570392 | Other Commissions | $22,506 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,053 | $82,664-15.3% | $125,339-44.1% | $68,494+2.3% |
| Participation rate | 85.2% | 75.0%+10.2pp | 82.4%+2.9pp | 67.9%+17.3pp |
| Annual return | -15.61% | -5.97%-9.6pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,352 | $3,381-60.0% | $4,814-71.9% | $2,596-47.9% |
| Participant deferral / active EE | $10,589 | $6,110+73.3% | $7,446+42.2% | $4,027+162.9% |
| Admin fee / account holder | $385 | $6,275-93.9% | $10,010-96.1% | $5,403-92.9% |