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 | $56,385 |
MMA SECURITIES LLC4 years Service code 55 · EIN 22-3570392 | Other Commissions | $26,860 |
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 | $101,724 | $101,317+0.4% | $146,958-30.8% | $74,495+36.6% |
| Participation rate | 79.0% | 75.5%+3.5pp | 82.2%-3.1pp | 67.2%+11.8pp |
| Annual return | 17.37% | 8730.91%-8713.5pp | 418.34%-401.0pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $2,251 | $3,810-40.9% | $4,933-54.4% | $2,623-14.2% |
| Participant deferral / active EE | $10,825 | $7,303+48.2% | $8,070+34.1% | $4,346+149.1% |
| Admin fee / account holder | $455 | $1,739-73.8% | $12,998-96.5% | $1,942-76.6% |