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 LLC3 years Service code 16 · EIN 22-3570392 | Consulting | $36,661 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,476 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$54,467 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,817 | $81,719+14.8% | $101,248-7.3% | $90,288+3.9% |
| Participation rate | 62.8% | 80.7%-17.9pp | 75.8%-13.0pp | 73.4%-10.5pp |
| Annual return | 15.92% | 337.64%-321.7pp | 46.47%-30.6pp | 53.97%-38.0pp |
| Employer contribution / active EE | $3,216 | $3,622-11.2% | $3,660-12.1% | $2,524+27.4% |
| Participant deferral / active EE | $3,274 | $3,310-1.1% | $4,370-25.1% | $4,232-22.7% |
| Admin fee / account holder | $0 | $162-100.0% | $5,945-100.0% | $114-99.9% |