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 LLC8 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $19,029 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,714 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,570 | $77,503-34.8% | $100,391-49.6% | $80,856-37.5% |
| Participation rate | 72.5% | 76.9%-4.4pp | 81.5%-9.0pp | 67.6%+4.9pp |
| Annual return | 11.31% | 37.20%-25.9pp | 49.20%-37.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,154 | $6,820-68.4% | $8,082-73.4% | $4,296-49.9% |
| Admin fee / account holder | $302 | $5,897-94.9% | $7,899-96.2% | $6,918-95.6% |