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 | $29,936 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $17,351 |
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 | $39,852 | $52,953-24.7% | $172,739-76.9% | $65,185-38.9% |
| Participation rate | 89.4% | 66.2%+23.2pp | 82.6%+6.7pp | 70.2%+19.2pp |
| Annual return | 24.24% | 30.12%-5.9pp | 802.84%-778.6pp | 29.38%-5.1pp |
| Employer contribution / active EE | $529 | $2,190-75.9% | $5,143-89.7% | $2,177-75.7% |
| Participant deferral / active EE | $3,909 | $2,471+58.2% | $5,198-24.8% | $3,514+11.2% |
| Admin fee / account holder | $224 | $472-52.5% | $13,954-98.4% | $847-73.5% |