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 | $42,225 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 26 · EIN 22-3570392 | Advisory (Participants) | $38,705 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,481 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $11,411 |
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 | $77,583 | $119,446-35.0% | $150,045-48.3% | $85,563-9.3% |
| Participation rate | 72.1% | 75.4%-3.4pp | 82.3%-10.3pp | 66.0%+6.1pp |
| Annual return | 21.31% | 23.72%-2.4pp | 62.55%-41.2pp | 31.51%-10.2pp |
| Employer contribution / active EE | $3,010 | $4,078-26.2% | $4,693-35.9% | $2,654+13.4% |
| Participant deferral / active EE | $6,141 | $7,985-23.1% | $7,997-23.2% | $4,375+40.4% |
| Admin fee / account holder | $312 | $548-43.0% | $13,435-97.7% | $834-62.6% |