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 4-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 LLC4+ years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $45,957 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,097 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,710 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,002 | $82,972-45.8% | $103,374-56.5% | $77,671-42.1% |
| Participation rate | 31.1% | 71.5%-40.5pp | 74.5%-43.4pp | 70.6%-39.5pp |
| Annual return | 16.48% | 19.14%-2.7pp | 24.89%-8.4pp | 31.21%-14.7pp |
| Employer contribution / active EE | $1,276 | $3,554-64.1% | $3,869-67.0% | $2,726-53.2% |
| Participant deferral / active EE | $2,951 | $4,108-28.2% | $5,058-41.7% | $4,648-36.5% |
| Admin fee / account holder | $194 | $639-69.6% | $8,394-97.7% | $430-54.8% |