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 10-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 37 · EIN 04-2647786 | Loan Processing | $54,658 |
MMA SECURITIES LLC1 year Filed as: ASSURED PARTNERS Service code 27 · EIN 45-2712335 | Advisory (Plan) | $36,000 |
BAKER TILLY US, LLP1 year Filed as: MOSS ADAMS/BAKER TILLY Service code 10 · EIN 91-0189318 | Accounting | $30,555 |
HUNNEX AND SHOEMAKER, INC.2 years Service code 16 · EIN 91-1072394 | Consulting | $7,460 |
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 | $96,310 | $129,095-25.4% | $184,200-47.7% | $77,671+24.0% |
| Participation rate | 94.1% | 87.3%+6.8pp | 86.8%+7.3pp | 70.6%+23.6pp |
| Annual return | 15.22% | 33.29%-18.1pp | 28.80%-13.6pp | 31.21%-16.0pp |
| Employer contribution / active EE | $2,534 | $4,410-42.5% | $6,424-60.6% | $2,726-7.1% |
| Participant deferral / active EE | $7,835 | $7,300+7.3% | $9,132-14.2% | $4,648+68.6% |
| Admin fee / account holder | $209 | $256-18.4% | $13,907-98.5% | $430-51.5% |