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 | $45,837 |
MMA SECURITIES LLC3 years Service code 55 · EIN 22-3570392 | Other Commissions | $22,269 |
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 | $84,888 | $93,571-9.3% | $135,903-37.5% | $75,163+12.9% |
| Participation rate | 86.8% | 75.2%+11.6pp | 81.9%+4.9pp | 67.2%+19.6pp |
| Annual return | 28.66% | 30.90%-2.2pp | 68.23%-39.6pp | 160.62%-132.0pp |
| Employer contribution / active EE | $1,308 | $3,537-63.0% | $4,856-73.1% | $2,670-51.0% |
| Participant deferral / active EE | $11,122 | $6,404+73.7% | $7,758+43.4% | $4,125+169.6% |
| Admin fee / account holder | $367 | $6,975-94.7% | $10,762-96.6% | $5,651-93.5% |