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 7-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 35-0145825 | Loan Processing | $67,359 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 26 · EIN 22-3570392 | Advisory (Participants) | $54,577 |
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).
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 | $94,024 | $52,293+79.8% | $178,490-47.3% | $73,409+28.1% |
| Participation rate | 37.9% | 65.3%-27.5pp | 81.9%-44.1pp | 72.2%-34.3pp |
| Annual return | 299.70% | 34.75%+265.0pp | 151.07%+148.6pp | 59.29%+240.4pp |
| Employer contribution / active EE | $575 | $1,735-66.9% | $5,011-88.5% | $2,234-74.3% |
| Participant deferral / active EE | $2,502 | $2,332+7.3% | $5,202-51.9% | $3,805-34.2% |
| Admin fee / account holder | $162 | $127+27.5% | $13,984-98.8% | $158+2.8% |