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 | $61,432 |
MMA SECURITIES LLC5 years Service code 55 · EIN 22-3570392 | Other Commissions | $31,031 |
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 | $112,324 | $109,881+2.2% | $150,045-25.1% | $84,808+32.4% |
| Participation rate | 83.3% | 76.1%+7.2pp | 82.3%+1.0pp | 68.3%+15.0pp |
| Annual return | 16.23% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,489 | $3,561-58.2% | $4,693-68.3% | $2,631-43.4% |
| Participant deferral / active EE | $12,051 | $6,636+81.6% | $7,997+50.7% | $4,212+186.1% |
| Admin fee / account holder | $544 | $8,568-93.7% | $13,435-96.0% | $7,344-92.6% |