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 9-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,673 |
LARA MAY & ASSOCIATES LLC2 years Service code 27 · EIN 26-1142393 | Advisory (Plan) | $13,440 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $10,756 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,034 | $47,648+15.5% | $130,648-57.9% | $67,579-18.6% |
| Participation rate | 74.2% | 60.4%+13.8pp | 71.7%+2.5pp | 71.3%+2.9pp |
| Annual return | 27.42% | 25.73%+1.7pp | 1708.96%-1681.5pp | 378.56%-351.1pp |
| Employer contribution / active EE | $3,221 | $1,408+128.8% | $4,092-21.3% | $2,148+50.0% |
| Participant deferral / active EE | $5,415 | $2,616+107.0% | $3,603+50.3% | $3,539+53.0% |
| Admin fee / account holder | $122 | $105+16.6% | $5,464-97.8% | $142-14.0% |