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 | $91,762+38.6% | $67,502+88.4% | $77,643+63.8% |
| Participation rate | 37.6% | 75.9%-38.3pp | 72.9%-35.3pp | 70.6%-33.0pp |
| Annual return | 12.61% | 14.87%-2.3pp | 3512.12%-3499.5pp | 31.24%-18.6pp |
| Employer contribution / active EE | $2,014 | $3,181-36.7% | $2,731-26.2% | $2,726-26.1% |
| Participant deferral / active EE | $2,386 | $3,903-38.9% | $4,000-40.4% | $4,647-48.7% |
| Admin fee / account holder | $301 | $176+70.8% | $3,998-92.5% | $430-30.2% |