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 | $66,499 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $14,795 |
MMA SECURITIES LLC2 years 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 | $96,529 | $73,933+30.6% | $96,683-0.2% | $75,163+28.4% |
| Participation rate | 97.8% | 66.4%+31.3pp | 74.3%+23.4pp | 67.2%+30.6pp |
| Annual return | 18.50% | 26.70%-8.2pp | 35.69%-17.2pp | 160.62%-142.1pp |
| Employer contribution / active EE | $4,108 | $2,928+40.3% | $3,737+9.9% | $2,670+53.9% |
| Participant deferral / active EE | $8,513 | $3,659+132.7% | $4,878+74.5% | $4,125+106.4% |
| Admin fee / account holder | $127 | $5,216-97.6% | $6,730-98.1% | $5,651-97.7% |