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 Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $53,797 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$118,706 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,943 | $76,774+0.2% | $112,228-31.4% | $77,904-1.2% |
| Participation rate | 74.1% | 80.2%-6.0pp | 75.1%-0.9pp | 73.7%+0.5pp |
| Annual return | -15.24% | -10.25%-5.0pp | 27.45%-42.7pp | 12.21%-27.5pp |
| Employer contribution / active EE | $3,006 | $3,977-24.4% | $3,635-17.3% | $2,848+5.5% |
| Participant deferral / active EE | $4,148 | $3,778+9.8% | $4,728-12.3% | $4,806-13.7% |
| Admin fee / account holder | -$49 | $239-120.3% | $6,410-100.8% | $133-136.6% |