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 |
|---|---|---|
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MMA SECURITIES LLC3+ years Filed as: MMC SECURITIES Service code 49 ALLAN CTR 500 DALLAS ST · HOUSTON, TX 77002 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,910 | $62,586-44.2% | $76,768-54.5% | $64,186-45.6% |
| Participation rate | 52.9% | 72.8%-19.9pp | 77.0%-24.1pp | 69.6%-16.7pp |
| Annual return | -7.20% | -1.95%-5.2pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,026 | $3,145-35.6% | $3,852-47.4% | $3,470-41.6% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,888-100.0% |