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 | $48,698-75.2% | $93,606-87.1% | $199,593-94.0% |
| Participation rate | 83.6% | 63.5%+20.1pp | 68.7%+14.9pp | 72.0%+11.6pp |
| Annual return | 15.22% | 15.34%-0.1pp | 133.20%-118.0pp | 34.25%-19.0pp |
| Employer contribution / active EE | $0 | $1,135-100.0% | $2,420-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $3,299 | $2,817+17.1% | $4,411-25.2% | $5,087-35.1% |
| Admin fee / account holder | $44 | $195-77.6% | $8,285-99.5% | $269-83.7% |