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 | $67,636 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $35,653 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,328 | $46,292-64.7% | $143,757-88.6% | $64,808-74.8% |
| Participation rate | 67.4% | 64.2%+3.2pp | 80.3%-12.9pp | 71.5%-4.1pp |
| Annual return | -13.22% | -10.05%-3.2pp | -0.04%-13.2pp | 32.82%-46.0pp |
| Employer contribution / active EE | $2,095 | $1,910+9.7% | $4,951-57.7% | $2,506-16.4% |
| Participant deferral / active EE | $1,389 | $2,646-47.5% | $5,637-75.4% | $4,310-67.8% |
| Admin fee / account holder | $97 | $154-36.9% | $14,673-99.3% | $188-48.4% |