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 | $110,483-35.1% | $145,433-50.7% | $79,634-10.0% |
| Participation rate | 96.7% | 71.1%+25.6pp | 82.1%+14.6pp | 62.5%+34.2pp |
| Annual return | 22.14% | 24.62%-2.5pp | 66.58%-44.4pp | 36.46%-14.3pp |
| Employer contribution / active EE | $2,432 | $4,053-40.0% | $4,554-46.6% | $2,529-3.8% |
| Participant deferral / active EE | $11,507 | $7,216+59.5% | $7,897+45.7% | $3,835+200.1% |
| Admin fee / account holder | $290 | $680-57.3% | $13,129-97.8% | $1,002-71.0% |