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 LLC2 years Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $39,483 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $33,967 |
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 | $83,809 | $82,917+1.1% | $103,333-18.9% | $77,643+7.9% |
| Participation rate | 34.3% | 71.6%-37.2pp | 74.5%-40.2pp | 70.6%-36.2pp |
| Annual return | 42.01% | 19.13%+22.9pp | 24.88%+17.1pp | 31.24%+10.8pp |
| Employer contribution / active EE | $1,263 | $3,552-64.4% | $3,868-67.3% | $2,726-53.7% |
| Participant deferral / active EE | $2,286 | $4,108-44.4% | $5,057-54.8% | $4,647-50.8% |
| Admin fee / account holder | $430 | $638-32.7% | $8,355-94.9% | $430-0.2% |