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: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $11,573 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,492 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,356 | $70,908-29.0% | $98,907-49.1% | $73,488-31.5% |
| Participation rate | 95.8% | 73.8%+22.0pp | 76.0%+19.8pp | 70.7%+25.1pp |
| Annual return | 12.31% | 34.17%-21.9pp | 196.43%-184.1pp | 28.51%-16.2pp |
| Employer contribution / active EE | $3,082 | $2,036+51.4% | $2,689+14.6% | $2,270+35.8% |
| Participant deferral / active EE | $3,884 | $3,500+11.0% | $4,244-8.5% | $3,740+3.9% |
| Admin fee / account holder | $127 | $535-76.3% | $6,642-98.1% | $513-75.3% |