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 |
|---|---|---|
MARCUM LLP1 year Service code 10 · EIN 11-1986323 | Accounting | $14,550 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$84,171 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,971 | $82,202-22.2% | $125,339-49.0% | $64,808-1.3% |
| Participation rate | 95.1% | 77.9%+17.3pp | 82.4%+12.8pp | 71.5%+23.7pp |
| Annual return | -17.72% | 3.48%-21.2pp | 572.05%-589.8pp | 32.82%-50.5pp |
| Employer contribution / active EE | $3,472 | $3,615-4.0% | $4,814-27.9% | $2,506+38.6% |
| Participant deferral / active EE | $11,676 | $7,175+62.7% | $7,446+56.8% | $4,310+170.9% |
| Admin fee / account holder | -$65 | $163-139.6% | $10,010-100.6% | $188-134.4% |