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 |
|---|---|---|
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $78,364 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,240 |
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 | $78,843 | $47,126+67.3% | $149,673-47.3% | $74,419+5.9% |
| Participation rate | 63.5% | 63.4%+0.1pp | 78.8%-15.3pp | 70.7%-7.3pp |
| Annual return | 17.60% | 22.75%-5.2pp | 134.42%-116.8pp | 34.38%-16.8pp |
| Employer contribution / active EE | $2,287 | $1,905+20.0% | $4,818-52.5% | $2,637-13.3% |
| Participant deferral / active EE | $5,325 | $2,728+95.2% | $5,680-6.2% | $4,528+17.6% |
| Admin fee / account holder | $176 | $343-48.6% | $13,210-98.7% | $348-49.4% |