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 |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 16 · EIN 22-3570392 | Consulting | $113,423 |
Service code 12 · EIN 13-3689044 | Investment management; Distribution (... | $88,158 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,674 | $104,475+189.7% | $159,436+89.8% | $79,386+281.3% |
| Participation rate | 84.5% | 76.6%+7.9pp | 82.8%+1.7pp | 70.7%+13.8pp |
| Annual return | 14.99% | 67.95%-53.0pp | 263.57%-248.6pp | 116.85%-101.9pp |
| Employer contribution / active EE | $4,733 | $3,417+38.5% | $4,829-2.0% | $2,427+95.0% |
| Participant deferral / active EE | $15,473 | $6,467+139.2% | $7,352+110.5% | $4,046+282.5% |
| Admin fee / account holder | $467 | $711-34.4% | $10,799-95.7% | $626-25.5% |