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 13 · EIN 42-0127290 | Contract Administrator | $149,294 |
MMA SECURITIES LLC7 years Service code 49 · EIN 22-3570392 | Other Services | $63,006 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,686 | $119,446-40.0% | $150,045-52.2% | $85,563-16.2% |
| Participation rate | 96.7% | 75.4%+21.3pp | 82.3%+14.4pp | 66.0%+30.7pp |
| Annual return | 22.14% | 23.72%-1.6pp | 62.55%-40.4pp | 31.51%-9.4pp |
| Employer contribution / active EE | $2,432 | $4,078-40.4% | $4,693-48.2% | $2,654-8.3% |
| Participant deferral / active EE | $11,507 | $7,985+44.1% | $7,997+43.9% | $4,375+163.0% |
| Admin fee / account holder | $290 | $548-47.0% | $13,435-97.8% | $834-65.2% |