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 7-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, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $30,565 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,190 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,231 | $55,371+37.7% | $95,585-20.2% | $74,304+2.6% |
| Participation rate | 67.2% | 53.8%+13.4pp | 72.1%-4.9pp | 60.3%+6.8pp |
| Annual return | 42.14% | 24.26%+17.9pp | 38.56%+3.6pp | 29.43%+12.7pp |
| Employer contribution / active EE | $3,154 | $1,437+119.4% | $2,527+24.8% | $2,241+40.7% |
| Participant deferral / active EE | $7,618 | $2,955+157.8% | $4,023+89.4% | $3,767+102.2% |
| Admin fee / account holder | $329 | $2,620-87.4% | $6,127-94.6% | $2,969-88.9% |