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 5-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 15 · EIN 13-3689044 | Recordkeeping | $112,454 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 22 · EIN 22-3570392 | Insurance Broker | $76,706 |
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 | $190,229 | $84,936+124.0% | $111,297+70.9% | $79,386+139.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 14.40% | 17.45%-3.1pp | 54.65%-40.2pp | 116.85%-102.4pp |
| Employer contribution / active EE | $4,215 | $1,979+113.0% | $2,731+54.3% | $2,427+73.6% |
| Participant deferral / active EE | $9,136 | $3,888+135.0% | $4,487+103.6% | $4,046+125.8% |
| Admin fee / account holder | $413 | $537-23.0% | $7,964-94.8% | $626-34.0% |