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 3-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 Service code 27 · EIN 22-3570392 | Advisory (Plan) | $33,333 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,792 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$58,525 |
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 | $132,378 | $106,028+24.9% | $146,958-9.9% | $77,643+70.5% |
| Participation rate | 98.0% | 78.4%+19.7pp | 82.2%+15.9pp | 70.6%+27.5pp |
| Annual return | 15.85% | 56.73%-40.9pp | 418.34%-402.5pp | 31.24%-15.4pp |
| Employer contribution / active EE | $4,794 | $4,063+18.0% | $4,933-2.8% | $2,726+75.9% |
| Participant deferral / active EE | $15,888 | $7,990+98.8% | $8,070+96.9% | $4,647+241.9% |
| Admin fee / account holder | -$49 | $337-114.6% | $12,998-100.4% | $430-111.4% |