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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $93,954 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIESLLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,000 |
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 | $47,833 | $52,293-8.5% | $178,490-73.2% | $73,409-34.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 13.98% | 34.75%-20.8pp | 151.07%-137.1pp | 59.29%-45.3pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,201 | $2,332+123.0% | $5,2020% | $3,805+36.7% |
| Admin fee / account holder | $217 | $127+70.2% | $13,984-98.4% | $158+37.3% |