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 LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $50,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $26,471 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $138,714 | $127,481+8.8% | $149,696-7.3% | $90,288+53.6% |
| Participation rate | 76.9% | 78.2%-1.3pp | 82.5%-5.5pp | 73.4%+3.6pp |
| Annual return | 17.91% | 57.78%-39.9pp | 276.60%-258.7pp | 53.97%-36.1pp |
| Employer contribution / active EE | $492 | $3,448-85.7% | $4,644-89.4% | $2,524-80.5% |
| Participant deferral / active EE | $7,584 | $6,975+8.7% | $6,842+10.9% | $4,232+79.2% |
| Admin fee / account holder | $33 | $152-78.6% | $9,309-99.7% | $114-71.5% |