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 | $62,580 |
MMA SECURITIES LLC3+ years Filed as: MMA SECURITIES Service code 16 · EIN 22-3570392 | Consulting | $39,129 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,575 |
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 | $42,824 | $72,254-40.7% | $86,677-50.6% | $64,808-33.9% |
| Participation rate | 96.3% | 80.4%+15.9pp | 76.6%+19.8pp | 71.5%+24.9pp |
| Annual return | -15.87% | 392.42%-408.3pp | 35.91%-51.8pp | 32.82%-48.7pp |
| Employer contribution / active EE | $2,020 | $2,393-15.6% | $2,836-28.8% | $2,506-19.4% |
| Participant deferral / active EE | $3,619 | $4,658-22.3% | $4,656-22.3% | $4,310-16.0% |
| Admin fee / account holder | $185 | $174+6.6% | $7,493-97.5% | $188-1.3% |