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 4-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 LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $17,163 |
Service code 37 · EIN 04-2647786 | Loan Processing | $742 |
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 | $76,847 | $61,272+25.4% | $149,673-48.7% | $71,457+7.5% |
| Participation rate | 96.7% | 62.5%+34.2pp | 78.8%+18.0pp | 67.9%+28.8pp |
| Annual return | 28.13% | 35.85%-7.7pp | 134.42%-106.3pp | 28.85%-0.7pp |
| Employer contribution / active EE | $3,995 | $2,378+68.0% | $4,818-17.1% | $2,588+54.4% |
| Participant deferral / active EE | $11,338 | $2,917+288.7% | $5,680+99.6% | $4,289+164.4% |
| Admin fee / account holder | $122 | $1,261-90.3% | $13,210-99.1% | $1,587-92.3% |