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 | $44,599 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $26,118 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,998 | $61,156-10.1% | $185,823-70.4% | $79,386-30.7% |
| Participation rate | 90.4% | 66.6%+23.8pp | 81.7%+8.7pp | 70.7%+19.7pp |
| Annual return | 15.84% | 19.45%-3.6pp | 122.05%-106.2pp | 116.85%-101.0pp |
| Employer contribution / active EE | $559 | $2,321-75.9% | $5,167-89.2% | $2,427-77.0% |
| Participant deferral / active EE | $4,591 | $2,789+64.6% | $5,568-17.5% | $4,046+13.5% |
| Admin fee / account holder | $319 | $710-55.1% | $16,237-98.0% | $626-49.1% |