See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 26 · EIN 22-3570392 | Advisory (Participants) | $16,808 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,386 | $82,917-88.7% | $103,333-90.9% | $77,643-87.9% |
| Participation rate | 79.1% | 71.6%+7.6pp | 74.5%+4.6pp | 70.6%+8.6pp |
| Annual return | 59.98% | 19.13%+40.9pp | 24.88%+35.1pp | 31.24%+28.7pp |
| Employer contribution / active EE | $1,326 | $3,552-62.7% | $3,868-65.7% | $2,726-51.4% |
| Participant deferral / active EE | $1,860 | $4,108-54.7% | $5,057-63.2% | $4,647-60.0% |
| Admin fee / account holder | $137 | $638-78.6% | $8,355-98.4% | $430-68.2% |