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 LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $23,783 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,032 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,442 | $59,159-60.4% | $159,960-85.3% | $66,914-65.0% |
| Participation rate | 88.7% | 68.1%+20.6pp | 78.0%+10.7pp | 69.8%+18.9pp |
| Annual return | -17.77% | -12.26%-5.5pp | 408.60%-426.4pp | 1.58%-19.4pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,226-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,595 | $4,395+4.6% | $6,182-25.7% | $4,237+8.5% |
| Admin fee / account holder | $95 | $591-83.9% | $8,698-98.9% | $593-84.0% |