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 37 · EIN 04-2647786 | Loan Processing | $46,190 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $23,834 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $23,189 |
PBMARES, LLP3 years Filed as: PBMARES Service code 10 · EIN 54-0737372 | Accounting | $21,210 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,373 |
Form 5500 reported that benefits due were not provided when due.
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 | $53,849 | $91,372-41.1% | $129,995-58.6% | $74,419-27.6% |
| Participation rate | 97.9% | 77.8%+20.1pp | 78.5%+19.4pp | 70.7%+27.2pp |
| Annual return | 15.18% | 23.21%-8.0pp | -137.18%+152.4pp | 34.38%-19.2pp |
| Employer contribution / active EE | $1,809 | $2,563-29.4% | $4,320-58.1% | $2,637-31.4% |
| Participant deferral / active EE | $5,308 | $4,721+12.4% | $5,820-8.8% | $4,528+17.2% |
| Admin fee / account holder | $177 | $283-37.5% | $10,614-98.3% | $348-49.1% |