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 13 · EIN 42-0127290 | Contract Administrator | $72,023 |
MMA SECURITIES LLC4 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $19,977 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $49,357 | $45,031+9.6% | $84,966-41.9% | $77,643-36.4% |
| Participation rate | 98.9% | 48.7%+50.2pp | 67.5%+31.4pp | 70.6%+28.3pp |
| Annual return | 21.93% | 79.22%-57.3pp | 66.38%-44.5pp | 31.24%-9.3pp |
| Employer contribution / active EE | $1,565 | $1,609-2.7% | $2,727-42.6% | $2,726-42.6% |
| Participant deferral / active EE | $8,980 | $2,807+219.9% | $4,519+98.7% | $4,647+93.2% |
| Admin fee / account holder | $179 | $912-80.3% | $6,149-97.1% | $430-58.3% |