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 |
|---|---|---|
MMA SECURITIES LLC1 year Service code 16 · EIN 22-3570392 | Consulting | $31,304 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$130,321 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,276 | $60,396+13.0% | $83,848-18.6% | $75,289-9.3% |
| Participation rate | 75.3% | 80.7%-5.4pp | 76.1%-0.8pp | 72.4%+2.9pp |
| Annual return | -3.58% | 3.84%-7.4pp | 850.88%-854.5pp | -0.04%-3.5pp |
| Employer contribution / active EE | $2,863 | $3,343-14.4% | $3,631-21.1% | $2,405+19.0% |
| Participant deferral / active EE | $3,290 | $2,922+12.6% | $4,082-19.4% | $3,739-12.0% |
| Admin fee / account holder | $32 | $141-77.7% | $5,478-99.4% | $102-69.2% |