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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,331 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $13,418 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,210 | $79,428-26.7% | $106,548-45.4% | $79,386-26.7% |
| Participation rate | 86.2% | 74.1%+12.1pp | 76.1%+10.1pp | 70.7%+15.5pp |
| Annual return | 12.26% | 18.27%-6.0pp | 26.80%-14.5pp | 116.85%-104.6pp |
| Employer contribution / active EE | $2,871 | $2,234+28.5% | $2,819+1.8% | $2,427+18.3% |
| Participant deferral / active EE | $4,138 | $3,823+8.3% | $4,398-5.9% | $4,046+2.3% |
| Admin fee / account holder | $154 | $523-70.5% | $7,407-97.9% | $626-75.4% |