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 LLC1 year Filed as: MMA SECURITIES Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $21,793 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,681 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA SERVICES Service code 13 · EIN 84-1477138 6830 COMMERCE CT DR · BLACKLICK, OH 430049297 | Contract Administrator | $14,422 |
Filed as: ADVISED ASSESTS GROUP Service code 28 8515 EAST ORCHID ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,409 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,019 | $39,286+50.2% | $80,716-26.9% | $79,386-25.7% |
| Participation rate | 41.4% | 41.0%+0.4pp | 54.2%-12.8pp | 70.7%-29.3pp |
| Annual return | 16.39% | 98.95%-82.6pp | 87.28%-70.9pp | 116.85%-100.5pp |
| Employer contribution / active EE | $142 | $594-76.1% | $1,160-87.7% | $2,427-94.1% |
| Participant deferral / active EE | $1,841 | $1,264+45.7% | $2,146-14.2% | $4,046-54.5% |
| Admin fee / account holder | $328 | $647-49.3% | $3,380-90.3% | $626-47.7% |