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 LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $30,000 |
WILKIN & GUTTENPLAN, PC3 years Filed as: WILKIN GUTTENPLAN Service code 10 · EIN 22-2612018 | Accounting | $13,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,225 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,215 |
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 | $180,817 | $84,487+114.0% | $125,339+44.3% | $66,914+170.2% |
| Participation rate | 89.0% | 76.4%+12.6pp | 82.4%+6.6pp | 69.8%+19.2pp |
| Annual return | -17.39% | -8.39%-9.0pp | 572.05%-589.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $3,946 | $3,553+11.1% | $4,814-18.0% | $2,544+55.1% |
| Participant deferral / active EE | $9,056 | $6,781+33.5% | $7,446+21.6% | $4,237+113.7% |
| Admin fee / account holder | $342 | $685-50.1% | $10,010-96.6% | $593-42.3% |