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 LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $52,089 |
Service code 37 · EIN 04-2647786 | Loan Processing | $50,726 |
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 | $74,592 | $95,274-21.7% | $135,903-45.1% | $74,419+0.2% |
| Participation rate | 87.5% | 78.2%+9.3pp | 81.9%+5.6pp | 70.7%+16.7pp |
| Annual return | 20.13% | 32.77%-12.6pp | 68.23%-48.1pp | 34.38%-14.2pp |
| Employer contribution / active EE | $5,332 | $3,874+37.6% | $4,856+9.8% | $2,637+102.2% |
| Participant deferral / active EE | $12,037 | $7,782+54.7% | $7,758+55.2% | $4,528+165.8% |
| Admin fee / account holder | $156 | $266-41.5% | $10,762-98.6% | $348-55.2% |