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 LLC6 years Filed as: MMA SECURITIES, LLC Service code 16 · EIN 22-3570392 | Consulting | $119,389 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $43,229 |
CHARLES SCHWAB & CO., INC.2 years Service code 16 · EIN 94-1737782 | Consulting | $50 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $398,698 | $100,923+295.1% | $150,045+165.7% | $74,304+436.6% |
| Participation rate | 92.0% | 70.1%+22.0pp | 82.3%+9.7pp | 60.3%+31.7pp |
| Annual return | 17.15% | 51.77%-34.6pp | 62.55%-45.4pp | 29.43%-12.3pp |
| Employer contribution / active EE | $5,866 | $3,463+69.4% | $4,693+25.0% | $2,241+161.7% |
| Participant deferral / active EE | $19,832 | $6,709+195.6% | $7,997+148.0% | $3,767+426.4% |
| Admin fee / account holder | $418 | $2,767-84.9% | $13,435-96.9% | $2,969-85.9% |