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 LLC7 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $18,033 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,995 |
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 | $61,140 | $68,346-10.5% | $94,646-35.4% | $75,163-18.7% |
| Participation rate | 62.3% | 76.1%-13.8pp | 80.8%-18.5pp | 67.2%-4.9pp |
| Annual return | 17.34% | 616.93%-599.6pp | 156.71%-139.4pp | 160.62%-143.3pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,214 | $6,537-50.8% | $7,418-56.7% | $4,125-22.1% |
| Admin fee / account holder | $346 | $5,326-93.5% | $7,231-95.2% | $5,651-93.9% |