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 | $47,204 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $26,593 |
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 | $36,833 | $69,477-47.0% | $94,646-61.1% | $71,457-48.5% |
| Participation rate | 89.7% | 78.4%+11.3pp | 80.8%+8.9pp | 67.9%+21.8pp |
| Annual return | 24.28% | 29.66%-5.4pp | 156.71%-132.4pp | 28.85%-4.6pp |
| Employer contribution / active EE | $5,935 | $2,853+108.0% | $3,672+61.6% | $2,588+129.4% |
| Participant deferral / active EE | $8,116 | $7,345+10.5% | $7,418+9.4% | $4,289+89.2% |
| Admin fee / account holder | $269 | $1,210-77.7% | $7,231-96.3% | $1,587-83.0% |