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 | $45,597 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,589 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,507 | $58,320-64.8% | $86,436-76.3% | $66,914-69.4% |
| Participation rate | 86.5% | 78.6%+7.9pp | 80.3%+6.1pp | 69.8%+16.7pp |
| Annual return | -19.95% | -9.71%-10.2pp | 4394.89%-4414.8pp | 1.58%-21.5pp |
| Employer contribution / active EE | $5,523 | $2,615+111.2% | $3,769+46.6% | $2,544+117.1% |
| Participant deferral / active EE | $9,374 | $6,899+35.9% | $6,952+34.8% | $4,237+121.2% |
| Admin fee / account holder | $213 | $546-60.9% | $6,731-96.8% | $593-64.0% |