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 8-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 | $39,661 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $28,155 |
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 | $76,653 | $66,310+15.6% | $93,606-18.1% | $65,185+17.6% |
| Participation rate | 87.3% | 74.0%+13.3pp | 75.8%+11.5pp | 70.2%+17.1pp |
| Annual return | 22.47% | 42.58%-20.1pp | 32.76%-10.3pp | 29.38%-6.9pp |
| Employer contribution / active EE | $3,401 | $2,012+69.0% | $2,718+25.1% | $2,177+56.2% |
| Participant deferral / active EE | $6,684 | $3,342+100.0% | $4,069+64.3% | $3,514+90.2% |
| Admin fee / account holder | $314 | $6,897-95.5% | $7,888-96.0% | $847-63.0% |