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 Service code 99 | Other Fees | $32,674 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 99 · EIN 22-3570392 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,665 | $101,317+22.1% | $146,958-15.8% | $74,495+66.0% |
| Participation rate | 78.4% | 75.5%+2.9pp | 82.2%-3.8pp | 67.2%+11.2pp |
| Annual return | 17.67% | 8730.91%-8713.2pp | 418.34%-400.7pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $5,226 | $3,810+37.2% | $4,933+5.9% | $2,623+99.2% |
| Participant deferral / active EE | $6,011 | $7,303-17.7% | $8,070-25.5% | $4,346+38.3% |
| Admin fee / account holder | $361 | $1,739-79.2% | $12,998-97.2% | $1,942-81.4% |