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 7-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 13 · EIN 42-0127290 | Contract Administrator | $173,833 |
MMA SECURITIES LLC5 years Service code 16 · EIN 02-2357039 | Consulting | $38,252 |
TORRILLO & ASSOCIATES, LLC4 years Service code 10 · EIN 83-0414789 | Accounting | $21,117 |
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 | $16,507 | $62,544-73.6% | $129,207-87.2% | $199,593-91.7% |
| Participation rate | 88.8% | 56.8%+32.0pp | 69.6%+19.1pp | 72.0%+16.8pp |
| Annual return | 21.16% | 16.95%+4.2pp | 9417.33%-9396.2pp | 34.25%-13.1pp |
| Employer contribution / active EE | $872 | $2,394-63.6% | $4,153-79.0% | $3,034-71.3% |
| Participant deferral / active EE | $3,131 | $3,123+0.3% | $4,168-24.9% | $5,087-38.4% |
| Admin fee / account holder | $113 | $167-32.2% | $7,715-98.5% | $269-57.9% |