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 LLC1 year Filed as: MARSH MCLENNAN AGENCY SECURITIES Service code 26 · EIN 22-3570392 | Advisory (Participants) | $28,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,092 | $65,390-17.3% | $169,368-68.1% | $71,457-24.3% |
| Participation rate | 68.8% | 67.0%+1.8pp | 77.1%-8.4pp | 67.9%+0.8pp |
| Annual return | 17.29% | 21.31%-4.0pp | 405.60%-388.3pp | 28.85%-11.6pp |
| Employer contribution / active EE | $614 | $2,079-70.5% | $4,013-84.7% | $2,588-76.3% |
| Participant deferral / active EE | $2,253 | $4,367-48.4% | $6,221-63.8% | $4,289-47.5% |
| Admin fee / account holder | $223 | $1,324-83.1% | $9,003-97.5% | $1,587-85.9% |