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 | $28,725 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $26,877 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,858 | $86,655-47.1% | $119,609-61.7% | $66,914-31.5% |
| Participation rate | 98.3% | 75.6%+22.7pp | 79.3%+19.0pp | 69.8%+28.5pp |
| Annual return | -16.98% | -8.00%-9.0pp | -14.97%-2.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,968 | $2,536-22.4% | $4,232-53.5% | $2,544-22.6% |
| Participant deferral / active EE | $4,868 | $4,358+11.7% | $5,602-13.1% | $4,237+14.9% |
| Admin fee / account holder | $218 | $755-71.1% | $10,323-97.9% | $593-63.2% |