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 4-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 | $65,456 |
MMA SECURITIES LLC3+ years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $44,785 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,584 |
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 | $33,400 | $55,416-39.7% | $75,972-56.0% | $77,643-57.0% |
| Participation rate | 92.5% | 63.6%+28.9pp | 69.1%+23.4pp | 70.6%+21.9pp |
| Annual return | 24.54% | 17.07%+7.5pp | 359.55%-335.0pp | 31.24%-6.7pp |
| Employer contribution / active EE | $904 | $1,788-49.4% | $2,685-66.3% | $2,726-66.8% |
| Participant deferral / active EE | $8,302 | $3,447+140.8% | $4,255+95.1% | $4,647+78.6% |
| Admin fee / account holder | $207 | $414-49.9% | $6,467-96.8% | $430-51.8% |