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 LLC1 year Filed as: MMC SECURITIES Service code 17 PO BOX 28405 · NEW YORK, NY 100878405 | Pension Consulting | $55,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $700 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $93,632 | $60,396+55.0% | $83,848+11.7% | $75,289+24.4% |
| Participation rate | 70.4% | 80.7%-10.3pp | 76.1%-5.7pp | 72.4%-2.0pp |
| Annual return | -6.73% | 3.84%-10.6pp | 850.88%-857.6pp | -0.04%-6.7pp |
| Employer contribution / active EE | $1,816 | $3,343-45.7% | $3,631-50.0% | $2,405-24.5% |
| Participant deferral / active EE | $5,502 | $2,922+88.3% | $4,082+34.8% | $3,739+47.2% |
| Admin fee / account holder | $68 | $141-52.1% | $5,478-98.8% | $102-33.9% |