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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $17,553 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 26 · EIN 22-3570392 | Advisory (Participants) | $9,682 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,754 | $69,763-74.6% | $67,502-73.7% | $74,495-76.2% |
| Participation rate | 65.1% | 71.4%-6.2pp | 72.9%-7.8pp | 67.2%-2.1pp |
| Annual return | 14.23% | -40.34%+54.6pp | 3512.12%-3497.9pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,464 | $2,704-8.9% | $2,731-9.8% | $2,623-6.1% |
| Participant deferral / active EE | $892 | $3,636-75.5% | $4,000-77.7% | $4,346-79.5% |
| Admin fee / account holder | $87 | $896-90.3% | $3,998-97.8% | $1,942-95.5% |