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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $36,818 |
MMA SECURITIES LLC1+ years Filed as: MMA SECURITIES Service code 16 · EIN 22-3570392 | Consulting | $20,774 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,106 | $91,407-64.9% | $135,903-76.4% | $71,457-55.1% |
| Participation rate | 67.2% | 75.7%-8.4pp | 81.9%-14.7pp | 67.9%-0.7pp |
| Annual return | 0.00% | 29.90%-29.9pp | 68.23%-68.2pp | 28.85%-28.8pp |
| Employer contribution / active EE | $1,947 | $3,703-47.4% | $4,856-59.9% | $2,588-24.7% |
| Participant deferral / active EE | $4,960 | $7,092-30.1% | $7,758-36.1% | $4,289+15.6% |
| Admin fee / account holder | $154 | $1,266-87.9% | $10,762-98.6% | $1,587-90.3% |