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 8-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 |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $20,000 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,806 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,326 | $86,929-4.1% | $102,423-18.6% | $80,856+3.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.62% | 18.88%-4.3pp | 29.32%-14.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $4,358 | $2,369+83.9% | $3,023+44.1% | $2,755+58.2% |
| Participant deferral / active EE | $6,960 | $4,118+69.0% | $5,053+37.8% | $4,296+62.0% |
| Admin fee / account holder | $243 | $8,049-97.0% | $9,451-97.4% | $6,918-96.5% |