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 |
|---|---|---|
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $46,518 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,678 |
STROTHMAN AND COMPANY1 year Filed as: STROTHMAN AND COMPANY PSC Service code 10 · EIN 61-1191655 | Accounting | $9,500 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,700 |
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 | $92,597 | $72,607+27.5% | $90,749+2.0% | $66,914+38.4% |
| Participation rate | 92.1% | 73.7%+18.4pp | 75.7%+16.4pp | 69.8%+22.3pp |
| Annual return | -14.55% | -12.28%-2.3pp | -12.16%-2.4pp | 1.58%-16.1pp |
| Employer contribution / active EE | $4,032 | $2,369+70.2% | $2,921+38.0% | $2,544+58.5% |
| Participant deferral / active EE | $8,501 | $3,977+113.7% | $4,564+86.2% | $4,237+100.6% |
| Admin fee / account holder | $429 | $707-39.3% | $8,445-94.9% | $593-27.7% |