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 |
|---|---|---|
MMA SECURITIES LLC8 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $38,921 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,617 |
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 | $81,234 | $96,484-15.8% | $156,263-48.0% | $74,304+9.3% |
| Participation rate | 87.9% | 67.7%+20.3pp | 78.9%+9.0pp | 60.3%+27.6pp |
| Annual return | 16.35% | 17.73%-1.4pp | 59.47%-43.1pp | 29.43%-13.1pp |
| Employer contribution / active EE | $2,420 | $2,528-4.3% | $4,333-44.2% | $2,241+8.0% |
| Participant deferral / active EE | $5,791 | $4,286+35.1% | $6,158-6.0% | $3,767+53.7% |
| Admin fee / account holder | $326 | $3,728-91.3% | $14,255-97.7% | $2,969-89.0% |