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 64 · EIN 71-0294708 | Recordkeeping Fees | $49,688 |
MMA SECURITIES LLC1 year Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $24,309 |
LARA MAY & ASSOCIATES LLC5+ years Filed as: LARA, MAY & ASSOCIATES LLC Service code 55 SUITE 120 EAST · FALLS CHURCH, VA 22043 | Other Commissions | $11,186 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $146,035 | $80,530+81.3% | $90,281+61.8% | - |
| Participation rate | 98.0% | 58.0%+40.0pp | 73.3%+24.7pp | - |
| Annual return | 22.63% | 36.03%-13.4pp | 78.10%-55.5pp | - |
| Employer contribution / active EE | $229 | $1,117-79.5% | $2,854-92.0% | - |
| Participant deferral / active EE | $7,464 | $2,324+221.2% | $3,885+92.1% | - |
| Admin fee / account holder | $305 | $3,788-92.0% | $5,351-94.3% | - |