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: NIA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $15,080 |
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 | $54,011 | $46,173+17.0% | $170,442-68.3% | $69,631-22.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 17.50% | 21.62%-4.1pp | 205.93%-188.4pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $5,531 | $2,080+165.9% | $4,939+12.0% | $3,224+71.6% |
| Admin fee / account holder | $94 | $116-18.8% | $13,880-99.3% | $110-14.7% |