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 8-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 LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $29,923 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,587 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,104 | $82,202-25.7% | $125,339-51.2% | $64,808-5.7% |
| Participation rate | 81.0% | 77.9%+3.2pp | 82.4%-1.3pp | 71.5%+9.6pp |
| Annual return | 2.89% | 3.48%-0.6pp | 572.05%-569.2pp | 32.82%-29.9pp |
| Employer contribution / active EE | $3,933 | $3,615+8.8% | $4,814-18.3% | $2,506+56.9% |
| Participant deferral / active EE | $8,893 | $7,175+23.9% | $7,446+19.4% | $4,310+106.3% |
| Admin fee / account holder | $195 | $163+19.2% | $10,010-98.1% | $188+3.6% |