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 LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,643 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,130 | $63,355-35.1% | $91,989-55.3% | $72,985-43.6% |
| Participation rate | 80.4% | 72.5%+7.9pp | 78.6%+1.8pp | 69.5%+10.9pp |
| Annual return | 21.07% | 35.35%-14.3pp | 69.02%-48.0pp | 81.00%-59.9pp |
| Employer contribution / active EE | $82 | $2,116-96.1% | $3,452-97.6% | $2,440-96.7% |
| Participant deferral / active EE | $3,790 | $4,883-22.4% | $5,923-36.0% | $3,607+5.1% |
| Admin fee / account holder | $271 | $4,668-94.2% | $7,743-96.5% | $5,124-94.7% |