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 | $47,051 |
MMA SECURITIES LLC6 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $24,532 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,466 | $91,762-72.2% | $67,502-62.3% | $77,643-67.2% |
| Participation rate | 88.9% | 75.9%+13.0pp | 72.9%+16.1pp | 70.6%+18.4pp |
| Annual return | 16.16% | 14.87%+1.3pp | 3512.12%-3496.0pp | 31.24%-15.1pp |
| Employer contribution / active EE | $1,335 | $3,181-58.0% | $2,731-51.1% | $2,726-51.0% |
| Participant deferral / active EE | $4,784 | $3,903+22.5% | $4,000+19.6% | $4,647+2.9% |
| Admin fee / account holder | $184 | $176+4.3% | $3,998-95.4% | $430-57.4% |