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 4-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 LLC4+ years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $65,878 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,973 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,405 | $59,054-14.6% | $97,167-48.1% | $77,671-35.1% |
| Participation rate | 94.7% | 67.9%+26.8pp | 72.7%+22.0pp | 70.6%+24.1pp |
| Annual return | 15.50% | 16.96%-1.5pp | 75.27%-59.8pp | 31.21%-15.7pp |
| Employer contribution / active EE | $1,716 | $1,742-1.5% | $2,729-37.1% | $2,726-37.0% |
| Participant deferral / active EE | $10,224 | $3,930+160.2% | $4,264+139.8% | $4,648+120.0% |
| Admin fee / account holder | $92 | $346-73.4% | $5,650-98.4% | $430-78.6% |