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 LLC3 years Service code 55 · EIN 22-3570392 | Other Commissions | $33,221 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,000 |
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 | $78,457 | $73,102+7.3% | $123,544-36.5% | $56,287+39.4% |
| Participation rate | 92.2% | 74.3%+17.9pp | 82.3%+9.9pp | 69.9%+22.3pp |
| Annual return | -6.93% | 3.01%-9.9pp | 119.20%-126.1pp | -9.96%+3.0pp |
| Employer contribution / active EE | $1,775 | $2,977-40.4% | $4,628-61.7% | $2,111-15.9% |
| Participant deferral / active EE | $7,880 | $5,423+45.3% | $6,426+22.6% | $3,350+135.2% |
| Admin fee / account holder | $10 | $554-98.2% | $9,284-99.9% | $521-98.1% |