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 LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $24,914 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,172 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,321 | $69,515+6.9% | $86,874-14.4% | $85,850-13.4% |
| Participation rate | 87.1% | 66.3%+20.7pp | 71.6%+15.4pp | 69.3%+17.7pp |
| Annual return | 16.87% | 20.12%-3.3pp | 63.52%-46.6pp | 318.53%-301.7pp |
| Employer contribution / active EE | $3,208 | $1,880+70.6% | $2,495+28.5% | $2,565+25.1% |
| Participant deferral / active EE | $6,941 | $2,919+137.8% | $3,699+87.6% | $3,952+75.6% |
| Admin fee / account holder | $420 | $5,972-93.0% | $5,828-92.8% | $6,260-93.3% |