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 |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 55 · EIN 22-3570392 | Other Commissions | $9,225 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $6,652 |
Service code 37 · EIN 04-2647786 | Loan Processing | $819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,551 | $65,376+17.1% | $87,100-12.1% | $65,185+17.4% |
| Participation rate | 65.1% | 75.3%-10.2pp | 76.9%-11.8pp | 70.2%-5.1pp |
| Annual return | 20.79% | 31.27%-10.5pp | 28.19%-7.4pp | 29.38%-8.6pp |
| Employer contribution / active EE | $1 | $1,822-99.9% | $2,521-100.0% | $2,177-99.9% |
| Participant deferral / active EE | $3,143 | $3,388-7.3% | $4,049-22.4% | $3,514-10.6% |
| Admin fee / account holder | $9 | $520-98.3% | $7,497-99.9% | $847-99.0% |