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 Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $58,461 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$85,180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,774 | $88,770+14.6% | $109,143-6.8% | $93,030+9.4% |
| Participation rate | 66.8% | 81.5%-14.7pp | 75.9%-9.1pp | 73.9%-7.1pp |
| Annual return | 14.52% | 60.64%-46.1pp | 25.75%-11.2pp | 158.70%-144.2pp |
| Employer contribution / active EE | $3,093 | $3,780-18.2% | $3,722-16.9% | $2,706+14.3% |
| Participant deferral / active EE | $3,636 | $3,630+0.2% | $4,653-21.9% | $4,562-20.3% |
| Admin fee / account holder | -$22 | $172-112.5% | $6,752-100.3% | $152-114.2% |