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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,299 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $22,457 |
SMITH LEONARD PLLC3 years Service code 10 · EIN 20-5907591 | Accounting | $9,000 |
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 | $48,431 | $100,923-52.0% | $150,045-67.7% | $74,304-34.8% |
| Participation rate | 78.7% | 70.1%+8.6pp | 82.3%-3.6pp | 60.3%+18.3pp |
| Annual return | 28.20% | 51.77%-23.6pp | 62.55%-34.3pp | 29.43%-1.2pp |
| Employer contribution / active EE | $2,100 | $3,463-39.4% | $4,693-55.2% | $2,241-6.3% |
| Participant deferral / active EE | $5,335 | $6,709-20.5% | $7,997-33.3% | $3,767+41.6% |
| Admin fee / account holder | $417 | $2,767-84.9% | $13,435-96.9% | $2,969-85.9% |