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 | $34,351 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,100 |
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 | $48,070 | $58,879-18.4% | $178,490-73.1% | $73,488-34.6% |
| Participation rate | 88.6% | 66.2%+22.4pp | 81.9%+6.7pp | 70.7%+18.0pp |
| Annual return | 15.59% | 24.86%-9.3pp | 151.07%-135.5pp | 28.51%-12.9pp |
| Employer contribution / active EE | $545 | $2,236-75.6% | $5,011-89.1% | $2,270-76.0% |
| Participant deferral / active EE | $4,368 | $2,567+70.1% | $5,202-16.0% | $3,740+16.8% |
| Admin fee / account holder | $262 | $400-34.6% | $13,984-98.1% | $513-49.0% |