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: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $52,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$75,689 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,272 | $105,247-38.9% | $87,100-26.2% | $77,787-17.4% |
| Participation rate | 96.8% | 85.8%+11.0pp | 76.9%+20.0pp | 73.2%+23.6pp |
| Annual return | 25.76% | 24.52%+1.2pp | 28.19%-2.4pp | 32.57%-6.8pp |
| Employer contribution / active EE | $3,164 | $2,895+9.3% | $2,521+25.5% | $2,504+26.3% |
| Participant deferral / active EE | $7,353 | $5,060+45.3% | $4,049+81.6% | $3,967+85.3% |
| Admin fee / account holder | -$12 | $104-111.8% | $7,497-100.2% | $100-112.3% |