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 LLC7 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $29,855 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,988 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,599 |
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 | $98,161 | $64,480+52.2% | $81,382+20.6% | $80,856+21.4% |
| Participation rate | 92.5% | 63.9%+28.6pp | 69.5%+23.0pp | 67.6%+24.8pp |
| Annual return | 13.81% | 16.34%-2.5pp | 24.73%-10.9pp | 35.59%-21.8pp |
| Employer contribution / active EE | $6,523 | $1,978+229.7% | $2,463+164.8% | $2,755+136.8% |
| Participant deferral / active EE | $9,540 | $3,094+208.4% | $3,883+145.7% | $4,296+122.1% |
| Admin fee / account holder | $496 | $5,671-91.3% | $5,768-91.4% | $6,918-92.8% |