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 LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $10,801 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,098 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,570 | $71,516-26.5% | $98,439-46.6% | $71,457-26.4% |
| Participation rate | 95.3% | 72.7%+22.6pp | 75.2%+20.2pp | 67.9%+27.4pp |
| Annual return | 14.46% | 32.41%-18.0pp | 21.16%-6.7pp | 28.85%-14.4pp |
| Employer contribution / active EE | $2,846 | $2,399+18.6% | $3,048-6.6% | $2,588+10.0% |
| Participant deferral / active EE | $4,639 | $4,109+12.9% | $4,738-2.1% | $4,289+8.2% |
| Admin fee / account holder | $95 | $1,675-94.3% | $8,948-98.9% | $1,587-94.0% |