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 10-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 Service code 99 · EIN 22-3570392 | Other Fees | $44,351 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $7,550 |
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 | $65,735 | $106,110-38.1% | $147,005-55.3% | $77,671-15.4% |
| Participation rate | 98.3% | 78.4%+19.9pp | 82.2%+16.2pp | 70.6%+27.7pp |
| Annual return | 32.12% | 56.77%-24.7pp | 418.76%-386.6pp | 31.21%+0.9pp |
| Employer contribution / active EE | $2,738 | $4,065-32.6% | $4,934-44.5% | $2,726+0.4% |
| Participant deferral / active EE | $10,600 | $7,992+32.6% | $8,070+31.3% | $4,648+128.1% |
| Admin fee / account holder | $20 | $338-94.0% | $13,006-99.8% | $430-95.3% |