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 3-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 Service code 27 · EIN 22-3570392 | Advisory (Plan) | $30,213 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,888 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,632 | $129,021-30.5% | $184,203-51.3% | $77,643+15.4% |
| Participation rate | 71.6% | 87.3%-15.7pp | 86.8%-15.2pp | 70.6%+1.0pp |
| Annual return | 49.93% | 33.27%+16.7pp | 28.81%+21.1pp | 31.24%+18.7pp |
| Employer contribution / active EE | $3,389 | $4,413-23.2% | $6,427-47.3% | $2,726+24.3% |
| Participant deferral / active EE | $7,106 | $7,297-2.6% | $9,131-22.2% | $4,647+52.9% |
| Admin fee / account holder | $131 | $254-48.6% | $13,901-99.1% | $430-69.7% |