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 | $94,017 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 22 · EIN 22-3570392 | Insurance Broker | $56,165 |
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 | $161,514 | $65,435+146.8% | $86,677+86.3% | $66,914+141.4% |
| Participation rate | 99.1% | 75.5%+23.6pp | 76.6%+22.5pp | 69.8%+29.3pp |
| Annual return | -16.48% | -10.89%-5.6pp | 35.91%-52.4pp | 1.58%-18.1pp |
| Employer contribution / active EE | $4,919 | $2,153+128.4% | $2,836+73.4% | $2,544+93.3% |
| Participant deferral / active EE | $8,513 | $4,100+107.6% | $4,656+82.9% | $4,237+100.9% |
| Admin fee / account holder | $357 | $642-44.3% | $7,493-95.2% | $593-39.7% |