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) | $39,845 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,287 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,065 | $48,669-75.2% | $93,654-87.1% | $199,768-94.0% |
| Participation rate | 83.6% | 63.7%+19.9pp | 68.7%+14.9pp | 72.0%+11.6pp |
| Annual return | 15.22% | 15.38%-0.2pp | 133.34%-118.1pp | 34.26%-19.0pp |
| Employer contribution / active EE | $0 | $1,137-100.0% | $2,421-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $3,299 | $2,823+16.9% | $4,413-25.2% | $5,090-35.2% |
| Admin fee / account holder | $44 | $195-77.6% | $8,282-99.5% | $269-83.7% |