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 LLC6 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $24,615 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,888 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,134 |
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 | $81,493 | $59,101+37.9% | $77,163+5.6% | $75,163+8.4% |
| Participation rate | 94.0% | 63.9%+30.2pp | 69.6%+24.5pp | 67.2%+26.9pp |
| Annual return | 17.27% | 26.71%-9.4pp | 37.87%-20.6pp | 160.62%-143.3pp |
| Employer contribution / active EE | $5,634 | $1,995+182.4% | $2,535+122.2% | $2,670+111.0% |
| Participant deferral / active EE | $9,907 | $2,999+230.3% | $3,833+158.5% | $4,125+140.2% |
| Admin fee / account holder | $422 | $4,774-91.2% | $5,472-92.3% | $5,651-92.5% |