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 | $42,302 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $28,139 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,324 | $65,061-36.5% | $143,757-71.3% | $66,914-38.2% |
| Participation rate | 89.7% | 65.2%+24.5pp | 80.3%+9.4pp | 69.8%+19.9pp |
| Annual return | -18.99% | -11.14%-7.9pp | -0.04%-18.9pp | 1.58%-20.6pp |
| Employer contribution / active EE | $554 | $2,361-76.5% | $4,951-88.8% | $2,544-78.2% |
| Participant deferral / active EE | $4,690 | $2,919+60.7% | $5,637-16.8% | $4,237+10.7% |
| Admin fee / account holder | $269 | $502-46.4% | $14,673-98.2% | $593-54.7% |