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 LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $30,000 |
WILKIN & GUTTENPLAN, PC1 year Filed as: WILKIN & GUTTENPLAN, P.C Service code 10 · EIN 22-2612018 | Accounting | $12,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,531 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,306 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,814 | $105,181+145.1% | $159,436+61.7% | $85,850+200.3% |
| Participation rate | 92.8% | 75.8%+17.0pp | 82.8%+10.0pp | 69.3%+23.5pp |
| Annual return | 14.52% | 45.07%-30.6pp | 263.57%-249.0pp | 318.53%-304.0pp |
| Employer contribution / active EE | $4,404 | $3,318+32.7% | $4,829-8.8% | $2,565+71.7% |
| Participant deferral / active EE | $9,544 | $5,945+60.5% | $7,352+29.8% | $3,952+141.5% |
| Admin fee / account holder | $314 | $6,933-95.5% | $10,799-97.1% | $6,260-95.0% |