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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,820 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $19,075 |
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 | $32,596 | $66,302-50.8% | $110,238-70.4% | $56,287-42.1% |
| Participation rate | 91.1% | 74.9%+16.2pp | 79.8%+11.3pp | 69.9%+21.2pp |
| Annual return | -4.91% | -1.18%-3.7pp | 314.74%-319.6pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,861 | $2,047-9.1% | $3,826-51.4% | $2,111-11.8% |
| Participant deferral / active EE | $4,152 | $3,381+22.8% | $4,672-11.1% | $3,350+24.0% |
| Admin fee / account holder | $182 | $698-73.9% | $8,547-97.9% | $521-65.0% |