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 | $90,297 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES, LLC Service code 22 · EIN 22-3570392 | Insurance Broker | $51,964 |
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 | $187,061 | $76,050+146.0% | $96,544+93.8% | $71,457+161.8% |
| Participation rate | 99.5% | 74.4%+25.1pp | 76.0%+23.5pp | 67.9%+31.5pp |
| Annual return | 15.88% | 22.81%-6.9pp | 25.84%-10.0pp | 28.85%-13.0pp |
| Employer contribution / active EE | $6,102 | $2,244+171.9% | $2,965+105.8% | $2,588+135.8% |
| Participant deferral / active EE | $9,941 | $4,215+135.8% | $4,851+104.9% | $4,289+131.8% |
| Admin fee / account holder | $372 | $2,707-86.3% | $8,252-95.5% | $1,587-76.6% |