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 | $23,028 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,920 |
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 | $47,793 | $86,332-44.6% | $125,175-61.8% | $65,185-26.7% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 22.83% | 27.43%-4.6pp | 43.79%-21.0pp | 29.38%-6.6pp |
| Employer contribution / active EE | $2,349 | $2,040+15.1% | $3,865-39.2% | $2,177+7.9% |
| Participant deferral / active EE | $5,158 | $3,537+45.8% | $4,937+4.5% | $3,514+46.8% |
| Admin fee / account holder | $216 | $609-64.5% | $9,702-97.8% | $847-74.4% |