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 LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $31,667 |
WILKIN & GUTTENPLAN, PC1 year Filed as: WILKIN GUTTENPLAN Service code 10 · EIN 22-2612018 | Accounting | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,619 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,698 | $98,750+140.7% | $149,696+58.8% | $79,858+197.7% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+22.9pp |
| Annual return | 16.07% | 27.43%-11.4pp | 276.60%-260.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $4,125 | $3,216+28.2% | $4,644-11.2% | $2,471+66.9% |
| Participant deferral / active EE | $9,327 | $5,680+64.2% | $6,842+36.3% | $3,740+149.4% |
| Admin fee / account holder | $418 | $6,053-93.1% | $9,309-95.5% | $5,306-92.1% |