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 LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $28,926 |
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 | $43,172 | $70,879-39.1% | $189,557-77.2% | $79,386-45.6% |
| Participation rate | 93.1% | 68.0%+25.2pp | 78.4%+14.7pp | 70.7%+22.4pp |
| Annual return | 16.52% | 20.70%-4.2pp | 64.17%-47.7pp | 116.85%-100.3pp |
| Employer contribution / active EE | $2,544 | $1,806+40.8% | $4,412-42.3% | $2,427+4.8% |
| Participant deferral / active EE | $6,108 | $4,081+49.7% | $6,174-1.1% | $4,046+51.0% |
| Admin fee / account holder | $145 | $647-77.6% | $9,807-98.5% | $626-76.9% |