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 LLC1 year Filed as: MMC SECURITIES Service code 16 · EIN 06-1685865 | Consulting | $17,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$62,375 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,441 | $71,666+126.7% | $117,854+37.8% | $69,631+133.3% |
| Participation rate | 94.3% | 77.5%+16.7pp | 79.7%+14.6pp | 70.7%+23.6pp |
| Annual return | 20.59% | 18.86%+1.7pp | 335.08%-314.5pp | 27571.02%-27550.4pp |
| Employer contribution / active EE | $5,727 | $1,889+203.2% | $3,786+51.3% | $2,032+181.8% |
| Participant deferral / active EE | $4,885 | $3,340+46.3% | $4,482+9.0% | $3,224+51.5% |
| Admin fee / account holder | -$65 | $120-153.9% | $8,020-100.8% | $110-158.7% |