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 37 · EIN 04-2647786 | Loan Processing | $71,878 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $28,827 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,561 | $26,906+9.9% | $61,373-51.8% | $77,904-62.1% |
| Participation rate | 10.0% | 33.4%-23.4pp | 52.6%-42.5pp | 73.7%-63.7pp |
| Annual return | -19.11% | -14.46%-4.7pp | 338.61%-357.7pp | 12.21%-31.3pp |
| Employer contribution / active EE | $205 | $521-60.7% | $1,159-82.4% | $2,848-92.8% |
| Participant deferral / active EE | $573 | $1,180-51.5% | $2,125-73.0% | $4,806-88.1% |
| Admin fee / account holder | $170 | $117+44.9% | $2,130-92.0% | $133+27.9% |