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 15 · EIN 35-0145825 | Recordkeeping | $118,237 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 26 · EIN 22-3570392 | Advisory (Participants) | $70,007 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $250 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,694 | $56,485+64.1% | $185,823-50.1% | $86,799+6.8% |
| Participation rate | 53.3% | 65.5%-12.2pp | 81.7%-28.4pp | 72.3%-19.0pp |
| Annual return | 50.42% | 118.04%-67.6pp | 122.05%-71.6pp | 97.91%-47.5pp |
| Employer contribution / active EE | $880 | $1,843-52.2% | $5,167-83.0% | $2,405-63.4% |
| Participant deferral / active EE | $4,726 | $2,553+85.1% | $5,568-15.1% | $4,131+14.4% |
| Admin fee / account holder | $148 | $150-1.0% | $16,237-99.1% | $170-12.6% |