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 8-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 | $23,189 |
MMA SECURITIES LLC7 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $21,818 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,028 | $73,360-50.9% | $177,989-79.8% | $74,495-51.6% |
| Participation rate | 76.1% | 66.6%+9.5pp | 77.1%-1.0pp | 67.2%+8.9pp |
| Annual return | 14.69% | 17.49%-2.8pp | 294.48%-279.8pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $0 | $2,216-100.0% | $3,949-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,083 | $4,513-31.7% | $6,276-50.9% | $4,346-29.1% |
| Admin fee / account holder | $174 | $1,808-90.3% | $10,363-98.3% | $1,942-91.0% |