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 LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $40,732 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,960 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,257 | $162,322-48.7% | $135,903-38.7% | - |
| Participation rate | 82.3% | 71.5%+10.8pp | 81.9%+0.4pp | - |
| Annual return | 25.81% | 15.15%+10.7pp | 68.23%-42.4pp | - |
| Employer contribution / active EE | $5,677 | $3,400+67.0% | $4,856+16.9% | - |
| Participant deferral / active EE | $12,302 | $5,722+115.0% | $7,758+58.6% | - |
| Admin fee / account holder | $267 | $23,877-98.9% | $10,762-97.5% | - |