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 | $96,364 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES, LLC Service code 22 · EIN 22-3570392 | Insurance Broker | $57,307 |
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 | $188,415 | $79,171+138.0% | $102,423+84.0% | $74,495+152.9% |
| Participation rate | 98.6% | 74.8%+23.8pp | 76.5%+22.1pp | 67.2%+31.4pp |
| Annual return | 14.22% | 54.93%-40.7pp | 29.32%-15.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $5,000 | $2,362+111.7% | $3,023+65.4% | $2,623+90.6% |
| Participant deferral / active EE | $8,456 | $4,415+91.5% | $5,053+67.4% | $4,346+94.6% |
| Admin fee / account holder | $365 | $2,001-81.8% | $9,451-96.1% | $1,942-81.2% |