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 LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $35,375 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,245 |
HEXT & ASSOCIATES, P.C.1 year Filed as: HEXT FINANCIAL GROUP Service code 10 · EIN 75-2053526 5001 SPRING VALLEY RD · DALLAS, TX 75244 | Accounting | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,616 | $81,908-45.5% | $90,749-50.8% | $64,808-31.2% |
| Participation rate | 75.5% | 80.5%-5.0pp | 75.7%-0.2pp | 71.5%+4.1pp |
| Annual return | -17.76% | -12.53%-5.2pp | -12.16%-5.6pp | 32.82%-50.6pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $2,921-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,321 | $4,840-52.1% | $4,564-49.1% | $4,310-46.2% |
| Admin fee / account holder | $180 | $157+14.3% | $8,445-97.9% | $188-4.3% |