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 LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $36,203 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,219 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,161 | $55,415+69.9% | $155,509-39.5% | $74,495+26.4% |
| Participation rate | 95.8% | 61.9%+33.9pp | 78.2%+17.6pp | 67.2%+28.6pp |
| Annual return | 18.55% | 268.50%-249.9pp | 64.67%-46.1pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $5,187 | $2,267+128.8% | $4,672+11.0% | $2,623+97.8% |
| Participant deferral / active EE | $13,079 | $2,836+361.2% | $5,626+132.5% | $4,346+201.0% |
| Admin fee / account holder | $265 | $1,738-84.7% | $15,912-98.3% | $1,942-86.3% |