Filed May 14, 2026 (most recent of 2 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 8-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 | $34,616 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $29,881 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,325 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,761 | $216,711-68.7% | $136,749-50.4% | $85,563-20.8% |
| Participation rate | 77.2% | 51.7%+25.5pp | 72.1%+5.1pp | 66.0%+11.2pp |
| Annual return | 18.94% | 15.26%+3.7pp | 24.33%-5.4pp | 31.51%-12.6pp |
| Employer contribution / active EE | $2,795 | $1,660+68.4% | $3,400-17.8% | $2,654+5.3% |
| Participant deferral / active EE | $5,167 | $2,635+96.1% | $4,692+10.1% | $4,375+18.1% |
| Admin fee / account holder | $219 | $1,223-82.1% | $11,386-98.1% | $834-73.7% |