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) | $43,235 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,652 |
SUTTON FROST CARY LLP1 year Service code 10 · EIN 75-2593210 | Accounting | $15,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,929 | $79,184-19.3% | $102,438-37.6% | $74,546-14.2% |
| Participation rate | 91.7% | 74.8%+16.9pp | 76.5%+15.2pp | 67.2%+24.5pp |
| Annual return | 10.56% | 54.95%-44.4pp | 29.37%-18.8pp | 1366.03%-1355.5pp |
| Employer contribution / active EE | $1,766 | $2,362-25.2% | $3,024-41.6% | $2,624-32.7% |
| Participant deferral / active EE | $4,452 | $4,414+0.8% | $5,054-11.9% | $4,347+2.4% |
| Admin fee / account holder | $312 | $2,001-84.4% | $9,448-96.7% | $1,944-83.9% |