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 LLC6 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $18,622 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,596 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,176 | $59,107-6.7% | $86,436-36.2% | $68,494-19.4% |
| Participation rate | 54.2% | 75.2%-21.0pp | 80.3%-26.1pp | 67.9%-13.7pp |
| Annual return | -17.12% | -0.23%-16.9pp | 4394.89%-4412.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,008 | $5,901-49.0% | $6,952-56.7% | $4,027-25.3% |
| Admin fee / account holder | $360 | $5,637-93.6% | $6,731-94.7% | $5,403-93.3% |