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) | $25,403 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,905 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,064 | $47,126-10.7% | $149,673-71.9% | $74,419-43.5% |
| Participation rate | 48.3% | 63.4%-15.0pp | 78.8%-30.4pp | 70.7%-22.4pp |
| Annual return | 26.57% | 22.75%+3.8pp | 134.42%-107.8pp | 34.38%-7.8pp |
| Employer contribution / active EE | $3,137 | $1,905+64.7% | $4,818-34.9% | $2,637+19.0% |
| Participant deferral / active EE | $5,877 | $2,728+115.5% | $5,680+3.5% | $4,528+29.8% |
| Admin fee / account holder | $185 | $343-46.1% | $13,210-98.6% | $348-46.9% |