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 | $42,429 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $23,323 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $19,425 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,332 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,617 | $95,274-36.4% | $135,903-55.4% | $74,419-18.5% |
| Participation rate | 67.9% | 78.2%-10.2pp | 81.9%-14.0pp | 70.7%-2.8pp |
| Annual return | 18.96% | 32.77%-13.8pp | 68.23%-49.3pp | 34.38%-15.4pp |
| Employer contribution / active EE | $2,612 | $3,874-32.6% | $4,856-46.2% | $2,637-1.0% |
| Participant deferral / active EE | $5,864 | $7,782-24.6% | $7,758-24.4% | $4,528+29.5% |
| Admin fee / account holder | $308 | $266+15.6% | $10,762-97.1% | $348-11.6% |