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 5-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 15 · EIN 22-3570392 | Recordkeeping | $10,693 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,143 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,194 | $61,272-67.0% | $149,673-86.5% | $71,457-71.7% |
| Participation rate | 84.2% | 62.5%+21.7pp | 78.8%+5.4pp | 67.9%+16.2pp |
| Annual return | 16.46% | 35.85%-19.4pp | 134.42%-118.0pp | 28.85%-12.4pp |
| Employer contribution / active EE | $234 | $2,378-90.2% | $4,818-95.1% | $2,588-91.0% |
| Participant deferral / active EE | $2,946 | $2,917+1.0% | $5,680-48.1% | $4,289-31.3% |
| Admin fee / account holder | $101 | $1,261-92.0% | $13,210-99.2% | $1,587-93.6% |