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 13 · EIN 42-0127290 | Contract Administrator | $53,966 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $33,558 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 13 · EIN 20-3886993 | Contract Administrator | $11,305 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $127,203 | $91,621+38.8% | $67,511+88.4% | $77,671+63.8% |
| Participation rate | 37.6% | 76.0%-38.4pp | 72.9%-35.3pp | 70.6%-33.0pp |
| Annual return | 12.61% | 14.87%-2.3pp | 3517.41%-3504.8pp | 31.21%-18.6pp |
| Employer contribution / active EE | $2,014 | $3,184-36.7% | $2,733-26.3% | $2,726-26.1% |
| Participant deferral / active EE | $2,386 | $3,906-38.9% | $4,000-40.4% | $4,648-48.7% |
| Admin fee / account holder | $301 | $176+70.5% | $3,999-92.5% | $430-30.2% |