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 LLC2+ years Filed as: NIA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $50,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $26,903 |
CARON & BLETZER, PLLC3+ years Service code 10 · EIN 04-3499945 | Accounting | $16,376 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,179 | $96,458+18.4% | $136,294-16.2% | $77,958+46.5% |
| Participation rate | 79.4% | 75.4%+4.0pp | 81.9%-2.5pp | 71.6%+7.8pp |
| Annual return | 18.96% | 23.78%-4.8pp | 5155.94%-5137.0pp | 20.87%-1.9pp |
| Employer contribution / active EE | $1,773 | $3,144-43.6% | $4,695-62.2% | $2,310-23.3% |
| Participant deferral / active EE | $6,923 | $5,902+17.3% | $6,247+10.8% | $3,537+95.7% |
| Admin fee / account holder | $45 | $80-44.1% | $9,243-99.5% | $97-53.8% |