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 LLC5 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,047 |
BDG-CPAS4 years Service code 10 · EIN 22-2625944 | Accounting | $9,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $259,248 | $101,724+154.9% | $164,813+57.3% | $80,856+220.6% |
| Participation rate | 89.7% | 71.8%+17.9pp | 78.6%+11.1pp | 67.6%+22.1pp |
| Annual return | 14.81% | 16.72%-1.9pp | 69.93%-55.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $6,272 | $2,953+112.4% | $4,341+44.5% | $2,755+127.7% |
| Participant deferral / active EE | $9,177 | $4,477+105.0% | $6,031+52.1% | $4,296+113.6% |
| Admin fee / account holder | $543 | $8,227-93.4% | $12,690-95.7% | $6,918-92.1% |