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 5-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 37 · EIN 04-2647786 | Loan Processing | $61,152 |
MMA SECURITIES LLC2+ years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $43,077 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,156 |
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 | $61,339 | $185,342-66.9% | $111,297-44.9% | $86,799-29.3% |
| Participation rate | 95.5% | 81.0%+14.5pp | 77.3%+18.1pp | 72.3%+23.2pp |
| Annual return | 13.69% | 500.80%-487.1pp | 54.65%-41.0pp | 97.91%-84.2pp |
| Employer contribution / active EE | $1,819 | $2,246-19.0% | $2,731-33.4% | $2,405-24.4% |
| Participant deferral / active EE | $3,346 | $4,458-25.0% | $4,487-25.4% | $4,131-19.0% |
| Admin fee / account holder | $217 | $255-15.1% | $7,964-97.3% | $170+27.9% |