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 LLC2 years Filed as: MMC SECURITIES Service code 17 · EIN 06-1685865 | Pension Consulting | $52,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$69,725 |
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 | $144,204 | $62,267+131.6% | $110,238+30.8% | $55,725+158.8% |
| Participation rate | 92.6% | 78.1%+14.5pp | 79.8%+12.8pp | 70.9%+21.8pp |
| Annual return | 3.25% | -1.07%+4.3pp | 314.74%-311.5pp | 244.93%-241.7pp |
| Employer contribution / active EE | $5,434 | $1,941+179.9% | $3,826+42.0% | $2,078+161.5% |
| Participant deferral / active EE | $4,779 | $3,516+35.9% | $4,672+2.3% | $3,356+42.4% |
| Admin fee / account holder | -$22 | $121-118.4% | $8,547-100.3% | $115-119.3% |