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 LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $87,988 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,467 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,656 |
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 | $69,048 | $50,815+35.9% | $155,509-55.6% | $77,643-11.1% |
| Participation rate | 65.7% | 63.1%+2.6pp | 78.2%-12.5pp | 70.6%-4.9pp |
| Annual return | 12.78% | 34.80%-22.0pp | 64.67%-51.9pp | 31.24%-18.5pp |
| Employer contribution / active EE | $2,235 | $1,993+12.2% | $4,672-52.2% | $2,726-18.0% |
| Participant deferral / active EE | $5,493 | $2,822+94.7% | $5,626-2.4% | $4,647+18.2% |
| Admin fee / account holder | $158 | $437-63.8% | $15,912-99.0% | $430-63.3% |