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 LLC3 years Filed as: MMA SECURITIES, LLC Service code 16 · EIN 22-3570392 | Consulting | $103,222 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $55,651 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,167 | $84,487+197.3% | $125,339+100.4% | $66,914+275.4% |
| Participation rate | 84.3% | 76.4%+7.9pp | 82.4%+1.9pp | 69.8%+14.5pp |
| Annual return | -16.71% | -8.39%-8.3pp | 572.05%-588.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $4,585 | $3,553+29.1% | $4,814-4.7% | $2,544+80.2% |
| Participant deferral / active EE | $15,414 | $6,781+127.3% | $7,446+107.0% | $4,237+263.8% |
| Admin fee / account holder | $378 | $685-44.8% | $10,010-96.2% | $593-36.2% |