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 5-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 37 · EIN 04-2647786 | Loan Processing | $17,575 |
MMA SECURITIES LLC1+ years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $10,126 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,248 | $79,519-16.7% | $95,952-31.0% | $73,409-9.8% |
| Participation rate | 86.9% | 81.2%+5.7pp | 77.1%+9.8pp | 72.2%+14.7pp |
| Annual return | 0.00% | 19.20%-19.2pp | 91.61%-91.6pp | 59.29%-59.3pp |
| Employer contribution / active EE | $721 | $2,048-64.8% | $2,541-71.6% | $2,234-67.7% |
| Participant deferral / active EE | $1,331 | $4,138-67.8% | $4,167-68.0% | $3,805-65.0% |
| Admin fee / account holder | $67 | $184-63.7% | $6,795-99.0% | $158-57.7% |