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 LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $54,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$118,009 |
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 | $79,912 | $176,491-54.7% | $95,952-16.7% | $90,288-11.5% |
| Participation rate | 97.6% | 86.6%+11.1pp | 77.1%+20.6pp | 73.4%+24.3pp |
| Annual return | 19.14% | 20.14%-1.0pp | 91.61%-72.5pp | 53.97%-34.8pp |
| Employer contribution / active EE | $3,469 | $2,789+24.4% | $2,541+36.5% | $2,524+37.4% |
| Participant deferral / active EE | $8,232 | $5,340+54.2% | $4,167+97.6% | $4,232+94.5% |
| Admin fee / account holder | -$35 | $154-122.7% | $6,795-100.5% | $114-130.7% |