Filed July 21, 2026 (most recent of 4 filings on file)
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 | $49,402 |
MMA SECURITIES LLC1 year Service code 55 · EIN 22-3570392 | Other Commissions | $22,711 |
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 | $86,253 | $105,181-18.0% | $159,436-45.9% | $85,850+0.5% |
| Participation rate | 81.0% | 75.8%+5.2pp | 82.8%-1.9pp | 69.3%+11.6pp |
| Annual return | 19.77% | 45.07%-25.3pp | 263.57%-243.8pp | 318.53%-298.8pp |
| Employer contribution / active EE | $2,405 | $3,318-27.5% | $4,829-50.2% | $2,565-6.3% |
| Participant deferral / active EE | $10,788 | $5,945+81.5% | $7,352+46.7% | $3,952+173.0% |
| Admin fee / account holder | $433 | $6,933-93.7% | $10,799-96.0% | $6,260-93.1% |