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 LLC2 years Filed as: MMC SECURITIES LLC Service code 55 · EIN 06-1685865 | Other Commissions | $54,834 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,809 | $59,535+15.6% | $90,160-23.7% | $62,292+10.5% |
| Participation rate | 58.2% | 73.0%-14.8pp | 76.9%-18.7pp | 69.5%-11.3pp |
| Annual return | 17.77% | 23.53%-5.8pp | 34.88%-17.1pp | 28.90%-11.1pp |
| Employer contribution / active EE | $324 | $1,826-82.3% | $3,318-90.2% | $2,042-84.1% |
| Participant deferral / active EE | $3,348 | $4,639-27.8% | $5,288-36.7% | $3,169+5.6% |
| Admin fee / account holder | $15 | $337-95.6% | $5,943-99.8% | $479-96.9% |