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 LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $26,564 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,443 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,210 |
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 | $62,884 | $54,229+16.0% | $70,092-10.3% | $68,494-8.2% |
| Participation rate | 92.9% | 64.5%+28.4pp | 70.5%+22.4pp | 67.9%+25.0pp |
| Annual return | -16.30% | -13.87%-2.4pp | 190.73%-207.0pp | -7.84%-8.5pp |
| Employer contribution / active EE | $5,162 | $2,018+155.8% | $2,559+101.7% | $2,596+98.8% |
| Participant deferral / active EE | $8,972 | $2,956+203.6% | $3,849+133.1% | $4,027+122.8% |
| Admin fee / account holder | $392 | $4,694-91.6% | $6,267-93.7% | $5,403-92.7% |