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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,399 |
MMA SECURITIES LLC2+ years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $16,152 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,578 | $117,025-86.7% | $91,541-83.0% | $85,563-81.8% |
| Participation rate | 86.5% | 64.2%+22.3pp | 69.8%+16.7pp | 66.0%+20.5pp |
| Annual return | 71.96% | 18.02%+53.9pp | 20.50%+51.5pp | 31.51%+40.4pp |
| Employer contribution / active EE | $995 | $2,120-53.1% | $2,505-60.3% | $2,654-62.5% |
| Participant deferral / active EE | $2,783 | $3,446-19.2% | $4,008-30.6% | $4,375-36.4% |
| Admin fee / account holder | $108 | $1,242-91.3% | $6,956-98.4% | $834-87.1% |