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 | $56,154 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $25,078 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,211 | $52,293-57.5% | $178,490-87.6% | $73,409-69.7% |
| Participation rate | 55.1% | 65.3%-10.3pp | 81.9%-26.9pp | 72.2%-17.1pp |
| Annual return | 15.55% | 34.75%-19.2pp | 151.07%-135.5pp | 59.29%-43.7pp |
| Employer contribution / active EE | $1,095 | $1,735-36.9% | $5,011-78.2% | $2,234-51.0% |
| Participant deferral / active EE | $214 | $2,332-90.8% | $5,202-95.9% | $3,805-94.4% |
| Admin fee / account holder | $111 | $127-13.1% | $13,984-99.2% | $158-29.9% |