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 LLC1+ years Filed as: MMC SECURITIES CORP Service code 55 · EIN 06-1685865 | Other Commissions | $32,086 |
Service code 37 · EIN 04-2647786 | Loan Processing | $425 |
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 | $55,744 | $70,002-20.4% | $115,037-51.5% | $52,331+6.5% |
| Participation rate | 84.7% | 72.1%+12.6pp | 81.4%+3.3pp | 68.1%+16.6pp |
| Annual return | 1.53% | 4.04%-2.5pp | 26.14%-24.6pp | 4.54%-3.0pp |
| Employer contribution / active EE | $1,684 | $2,715-38.0% | $4,608-63.5% | $1,882-10.5% |
| Participant deferral / active EE | $6,611 | $4,920+34.4% | $6,026+9.7% | $3,022+118.8% |
| Admin fee / account holder | $2 | $566-99.6% | $8,175-100.0% | $592-99.7% |