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 15 · EIN 35-0145825 | Recordkeeping | $79,567 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $17,763 |
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES Service code 28 · EIN 22-3570392 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,943 | $64,707+31.3% | $112,228-24.3% | $68,494+24.0% |
| Participation rate | 96.5% | 67.2%+29.3pp | 75.1%+21.4pp | 67.9%+28.6pp |
| Annual return | -16.76% | -11.40%-5.4pp | 27.45%-44.2pp | -7.84%-8.9pp |
| Employer contribution / active EE | $4,269 | $2,746+55.5% | $3,635+17.5% | $2,596+64.4% |
| Participant deferral / active EE | $8,620 | $3,565+141.8% | $4,728+82.3% | $4,027+114.0% |
| Admin fee / account holder | $152 | $5,232-97.1% | $6,410-97.6% | $5,403-97.2% |