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 8-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) | $18,548 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,399 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,965 | $56,972-43.9% | $182,532-82.5% | $65,185-51.0% |
| Participation rate | 90.7% | 66.5%+24.1pp | 78.0%+12.7pp | 70.2%+20.5pp |
| Annual return | 26.21% | 27.67%-1.5pp | 148.54%-122.3pp | 29.38%-3.2pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $4,076-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,249 | $3,526+48.9% | $5,524-5.0% | $3,514+49.4% |
| Admin fee / account holder | $110 | $528-79.2% | $8,592-98.7% | $847-87.1% |