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 |
|---|---|---|
Service code 28 · EIN 35-0145825 | Investment Management | $103,697 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $25,340 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 28 · EIN 22-3570392 | Investment Management | $0 |
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 | $123,107 | $78,672+56.5% | $109,143+12.8% | $85,850+43.4% |
| Participation rate | 95.2% | 68.3%+26.9pp | 75.9%+19.3pp | 69.3%+25.9pp |
| Annual return | 15.01% | 25.09%-10.1pp | 25.75%-10.7pp | 318.53%-303.5pp |
| Employer contribution / active EE | $4,237 | $2,735+54.9% | $3,722+13.9% | $2,565+65.2% |
| Participant deferral / active EE | $8,234 | $3,467+137.5% | $4,653+77.0% | $3,952+108.4% |
| Admin fee / account holder | $209 | $5,469-96.2% | $6,752-96.9% | $6,260-96.7% |