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 LLC5 years Service code 55 · EIN 22-3570392 | Other Commissions | $29,170 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,379 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,388 | $98,750+25.0% | $149,696-17.6% | $79,858+54.5% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.5%+11.3pp | 69.6%+24.2pp |
| Annual return | 19.41% | 27.43%-8.0pp | 276.60%-257.2pp | 31.71%-12.3pp |
| Employer contribution / active EE | $1,517 | $3,216-52.8% | $4,644-67.3% | $2,471-38.6% |
| Participant deferral / active EE | $8,971 | $5,680+57.9% | $6,842+31.1% | $3,740+139.9% |
| Admin fee / account holder | $104 | $6,053-98.3% | $9,309-98.9% | $5,306-98.0% |