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 3-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 |
|---|---|---|
PAYCHEX, INC.1 year Filed as: PAYCHEX SECURITIES CORPORATION Service code 15 · EIN 16-1486352 | Recordkeeping | $18,734 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $13,470 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,807 |
MMA SECURITIES LLC1 year Filed as: J SMITH LANIER A MARSH MCLENNAN AGE Service code 27 12222 MERIT DR STE 1230 · DALLAS, TX 75251 | Advisory (Plan) | $0 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,061 | $101,317+48.1% | $146,958+2.1% | $74,495+101.4% |
| Participation rate | 45.5% | 75.5%-30.0pp | 82.2%-36.6pp | 67.2%-21.7pp |
| Annual return | 43.16% | 8730.91%-8687.7pp | 418.34%-375.2pp | 1364.94%-1321.8pp |
| Employer contribution / active EE | $4,668 | $3,810+22.5% | $4,933-5.4% | $2,623+78.0% |
| Participant deferral / active EE | $10,680 | $7,303+46.2% | $8,070+32.3% | $4,346+145.7% |
| Admin fee / account holder | $374 | $1,739-78.5% | $12,998-97.1% | $1,942-80.8% |