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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $203,140 |
MMA SECURITIES LLC1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $45,459 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,253 | $50,287-25.9% | $112,229-66.8% | $80,160-53.5% |
| Participation rate | 92.2% | 52.9%+39.3pp | 72.4%+19.7pp | 72.9%+19.2pp |
| Annual return | 18.67% | 19.72%-1.0pp | 30.20%-11.5pp | 40.38%-21.7pp |
| Employer contribution / active EE | $1,267 | $1,211+4.6% | $3,430-63.1% | $2,978-57.5% |
| Participant deferral / active EE | $2,727 | $2,265+20.4% | $4,798-43.2% | $5,017-45.7% |
| Admin fee / account holder | $110 | $116-5.1% | $7,748-98.6% | $145-23.9% |