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 LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $60,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,414 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$203,887 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,866 | $130,141-42.5% | $86,677-13.6% | $77,904-3.9% |
| Participation rate | 96.3% | 85.9%+10.3pp | 76.6%+19.7pp | 73.7%+22.6pp |
| Annual return | -22.37% | -12.75%-9.6pp | 35.91%-58.3pp | 12.21%-34.6pp |
| Employer contribution / active EE | $3,515 | $3,220+9.2% | $2,836+23.9% | $2,848+23.4% |
| Participant deferral / active EE | $10,579 | $5,757+83.8% | $4,656+127.2% | $4,806+120.1% |
| Admin fee / account holder | -$75 | $132-156.9% | $7,493-101.0% | $133-156.5% |