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 LLC3+ years Filed as: NIA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $65,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $34,500 |
CARON & BLETZER, PLLC4+ years Service code 10 · EIN 04-3499945 | Accounting | $16,750 |
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 | $100,541 | $88,874+13.1% | $123,544-18.6% | $75,289+33.5% |
| Participation rate | 76.2% | 75.9%+0.3pp | 82.3%-6.1pp | 72.4%+3.7pp |
| Annual return | -4.92% | 4.22%-9.1pp | 119.20%-124.1pp | -0.04%-4.9pp |
| Employer contribution / active EE | $1,622 | $3,256-50.2% | $4,628-64.9% | $2,405-32.6% |
| Participant deferral / active EE | $6,604 | $6,174+7.0% | $6,426+2.8% | $3,739+76.6% |
| Admin fee / account holder | $46 | $95-50.8% | $9,284-99.5% | $102-54.6% |