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 LLC2 years Service code 16 · EIN 22-3570392 | Consulting | $54,012 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$55,052 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $83,236 | $66,051+26.0% | $92,893-10.4% | $77,787+7.0% |
| Participation rate | 66.1% | 81.0%-14.9pp | 76.0%-9.9pp | 73.2%-7.1pp |
| Annual return | 22.20% | 20.69%+1.5pp | 109.41%-87.2pp | 32.57%-10.4pp |
| Employer contribution / active EE | $2,695 | $3,426-21.3% | $3,653-26.2% | $2,504+7.6% |
| Participant deferral / active EE | $2,942 | $3,013-2.4% | $4,236-30.5% | $3,967-25.8% |
| Admin fee / account holder | -$2 | $148-101.1% | $5,794-100.0% | $100-101.6% |