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: MMC SECURITIES Service code 27 · EIN 06-1685865 | Advisory (Plan) | $64,380 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,627 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $42,311 | $85,635-50.6% | $123,892-65.8% | $63,975-33.9% |
| Participation rate | 59.8% | 74.9%-15.2pp | 81.4%-21.7pp | 71.1%-11.4pp |
| Annual return | 14.39% | 15.74%-1.4pp | 47.52%-33.1pp | 48.65%-34.3pp |
| Employer contribution / active EE | $294 | $3,076-90.5% | $4,617-93.6% | $2,182-86.5% |
| Participant deferral / active EE | $4,894 | $5,667-13.6% | $5,984-18.2% | $3,356+45.8% |
| Admin fee / account holder | $104 | $75+39.3% | $8,357-98.8% | $70+48.1% |