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 LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $72,242 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$138,161 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,499 | $88,480-7.9% | $96,683-15.7% | $80,160+1.7% |
| Participation rate | 87.3% | 79.9%+7.5pp | 74.3%+13.0pp | 72.9%+14.4pp |
| Annual return | 19.05% | 22.53%-3.5pp | 35.69%-16.6pp | 40.38%-21.3pp |
| Employer contribution / active EE | $4,004 | $4,176-4.1% | $3,737+7.1% | $2,978+34.5% |
| Participant deferral / active EE | $5,120 | $3,959+29.3% | $4,878+5.0% | $5,017+2.0% |
| Admin fee / account holder | -$44 | $212-120.7% | $6,730-100.7% | $145-130.2% |