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 |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $124,525 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $46,788 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,522 |
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 | $36,560 | $92,971-60.7% | $96,683-62.2% | $74,419-50.9% |
| Participation rate | 97.3% | 71.5%+25.8pp | 74.3%+23.0pp | 70.7%+26.6pp |
| Annual return | 15.88% | 37.49%-21.6pp | 35.69%-19.8pp | 34.38%-18.5pp |
| Employer contribution / active EE | $1,191 | $3,426-65.2% | $3,737-68.1% | $2,637-54.8% |
| Participant deferral / active EE | $4,565 | $3,970+15.0% | $4,878-6.4% | $4,528+0.8% |
| Admin fee / account holder | $167 | $633-73.6% | $6,730-97.5% | $348-51.9% |