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 LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $35,819 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $26,113 |
Employer contribution per participant 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 | $52,068 | $92,055-43.4% | $106,213-51.0% | $77,643-32.9% |
| Participation rate | 81.0% | 81.0%0pp | 75.3%+5.7pp | 70.6%+10.5pp |
| Annual return | 30.01% | 17.91%+12.1pp | 116.14%-86.1pp | 31.24%-1.2pp |
| Employer contribution / active EE | $339 | $3,367-89.9% | $3,171-89.3% | $2,726-87.6% |
| Participant deferral / active EE | $2,596 | $5,386-51.8% | $5,016-48.3% | $4,647-44.1% |
| Admin fee / account holder | $139 | $219-36.6% | $11,033-98.7% | $430-67.7% |