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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,614 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $15,423 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,876 | $47,977-31.5% | $154,107-78.7% | $56,287-41.6% |
| Participation rate | 91.2% | 66.2%+25.1pp | 83.0%+8.2pp | 69.9%+21.4pp |
| Annual return | -7.65% | 3.54%-11.2pp | 735.12%-742.8pp | -9.96%+2.3pp |
| Employer contribution / active EE | $500 | $2,169-77.0% | $5,298-90.6% | $2,111-76.3% |
| Participant deferral / active EE | $3,478 | $2,392+45.4% | $5,081-31.5% | $3,350+3.8% |
| Admin fee / account holder | $222 | $438-49.2% | $13,411-98.3% | $521-57.3% |