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 LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $13,031 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,047 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,834 | $72,607-34.1% | $90,749-47.3% | $66,914-28.5% |
| Participation rate | 95.3% | 73.7%+21.6pp | 75.7%+19.6pp | 69.8%+25.5pp |
| Annual return | -15.48% | -12.28%-3.2pp | -12.16%-3.3pp | 1.58%-17.1pp |
| Employer contribution / active EE | $3,075 | $2,369+29.8% | $2,921+5.3% | $2,544+20.9% |
| Participant deferral / active EE | $4,403 | $3,977+10.7% | $4,564-3.5% | $4,237+3.9% |
| Admin fee / account holder | $119 | $707-83.2% | $8,445-98.6% | $593-79.9% |