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 |
|---|---|---|
MMA SECURITIES LLC2+ years Filed as: MMC SECURITIES CORP Service code 15 · EIN 06-1685865 | Recordkeeping | $20,013 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,396 | $50,106+28.5% | $70,014-8.0% | $57,658+11.7% |
| Participation rate | 69.6% | 70.9%-1.3pp | 71.8%-2.2pp | 70.2%-0.6pp |
| Annual return | 7.78% | 14.58%-6.8pp | 12.99%-5.2pp | 5.13%+2.6pp |
| Employer contribution / active EE | $1,132 | $1,739-34.9% | $2,338-51.6% | $1,974-42.6% |
| Participant deferral / active EE | $2,716 | $2,486+9.3% | $2,931-7.3% | $3,061-11.3% |
| Admin fee / account holder | $84 | $89-6.1% | $4,380-98.1% | $95-11.4% |