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 | $28,474 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $23,609 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,781 | $81,474-26.6% | $133,956-55.4% | $73,488-18.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 16.15% | 19.40%-3.3pp | 45.09%-28.9pp | 28.51%-12.4pp |
| Employer contribution / active EE | $2,184 | $2,209-1.2% | $3,919-44.3% | $2,270-3.8% |
| Participant deferral / active EE | $5,520 | $3,786+45.8% | $5,048+9.4% | $3,740+47.6% |
| Admin fee / account holder | $270 | $713-62.2% | $8,927-97.0% | $513-47.4% |