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: MARSH MCLENNAN AGENCY SECURITIES Service code 26 · EIN 22-3570392 | Advisory (Participants) | $30,934 |
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 | $67,109 | $77,314-13.2% | $177,989-62.3% | $80,856-17.0% |
| Participation rate | 72.5% | 65.7%+6.8pp | 77.1%-4.6pp | 67.6%+4.8pp |
| Annual return | 14.50% | 18.09%-3.6pp | 294.48%-280.0pp | 35.59%-21.1pp |
| Employer contribution / active EE | $843 | $2,292-63.2% | $3,949-78.7% | $2,755-69.4% |
| Participant deferral / active EE | $3,629 | $4,411-17.7% | $6,276-42.2% | $4,296-15.5% |
| Admin fee / account holder | $290 | $7,191-96.0% | $10,363-97.2% | $6,918-95.8% |