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 Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $25,441 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,169 |
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 | $33,232 | $44,960-26.1% | $84,966-60.9% | $74,495-55.4% |
| Participation rate | 94.3% | 49.4%+44.9pp | 67.5%+26.8pp | 67.2%+27.1pp |
| Annual return | 14.65% | 26.24%-11.6pp | 66.38%-51.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $835 | $1,457-42.7% | $2,727-69.4% | $2,623-68.2% |
| Participant deferral / active EE | $6,317 | $2,731+131.3% | $4,519+39.8% | $4,346+45.4% |
| Admin fee / account holder | $158 | $2,209-92.9% | $6,149-97.4% | $1,942-91.9% |