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 LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $32,454 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,506 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,701 | $99,957-47.3% | $149,696-64.8% | $73,488-28.3% |
| Participation rate | 89.8% | 75.7%+14.1pp | 82.5%+7.4pp | 70.7%+19.2pp |
| Annual return | 21.28% | 53.87%-32.6pp | 276.60%-255.3pp | 28.51%-7.2pp |
| Employer contribution / active EE | $6,829 | $3,191+114.0% | $4,644+47.0% | $2,270+200.8% |
| Participant deferral / active EE | $13,623 | $6,073+124.3% | $6,842+99.1% | $3,740+264.3% |
| Admin fee / account holder | $240 | $551-56.5% | $9,309-97.4% | $513-53.3% |