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 7-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 year Filed as: MMA SECURITIES Service code 17 PO BOX 9497 · NEW YORK, NY 10087 | Pension Consulting | $15,000 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $4,070 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,263 | $102,553+51.4% | $151,611+2.4% | $66,914+132.0% |
| Participation rate | 87.6% | 85.5%+2.1pp | 87.5%+0.1pp | 69.8%+17.8pp |
| Annual return | -16.00% | -10.82%-5.2pp | 3.33%-19.3pp | 1.58%-17.6pp |
| Employer contribution / active EE | $10,396 | $4,180+148.7% | $6,166+68.6% | $2,544+308.6% |
| Participant deferral / active EE | $17,864 | $6,641+169.0% | $8,363+113.6% | $4,237+321.6% |
| Admin fee / account holder | $90 | $630-85.6% | $11,616-99.2% | $593-84.8% |