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: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,489 |
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 | $32,855 | $58,577-43.9% | $83,333-60.6% | $64,186-48.8% |
| Participation rate | 79.8% | 72.0%+7.7pp | 77.8%+2.0pp | 69.6%+10.2pp |
| Annual return | -7.02% | 9.65%-16.7pp | 10.63%-17.7pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,268 | $4,654-8.3% | $5,565-23.3% | $3,470+23.0% |
| Admin fee / account holder | $254 | $9,275-97.3% | $7,510-96.6% | $4,888-94.8% |