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 LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $22,704 |
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 | $44,910 | $62,132-27.7% | $185,823-75.8% | $73,488-38.9% |
| Participation rate | 70.6% | 67.8%+2.8pp | 78.0%-7.4pp | 70.7%-0.1pp |
| Annual return | 16.66% | 20.44%-3.8pp | 35.95%-19.3pp | 28.51%-11.8pp |
| Employer contribution / active EE | $1,140 | $1,681-32.2% | $4,087-72.1% | $2,270-49.8% |
| Participant deferral / active EE | $4,746 | $3,711+27.9% | $5,632-15.7% | $3,740+26.9% |
| Admin fee / account holder | $150 | $419-64.3% | $9,500-98.4% | $513-70.9% |