Filed January 9, 2026 (most recent of 2 filings on file)
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: MMC SECURITIES LLC Service code 55 · EIN 06-1685865 | Other Commissions | $38,484 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,438 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,272 | $80,177-46.0% | $123,892-65.1% | $57,658-25.0% |
| Participation rate | 69.7% | 74.4%-4.7pp | 81.4%-11.7pp | 70.2%-0.5pp |
| Annual return | 14.22% | 17.90%-3.7pp | 47.52%-33.3pp | 5.13%+9.1pp |
| Employer contribution / active EE | $2,125 | $2,913-27.0% | $4,617-54.0% | $1,974+7.7% |
| Participant deferral / active EE | $8,101 | $5,130+57.9% | $5,984+35.4% | $3,061+164.7% |
| Admin fee / account holder | $3 | $106-96.9% | $8,357-100.0% | $95-96.5% |