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 LLC6 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $27,408 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,962 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,750 | $82,978-28.0% | $129,995-54.0% | $71,457-16.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 19.96% | 20.60%-0.6pp | -137.18%+157.1pp | 28.85%-8.9pp |
| Employer contribution / active EE | $2,116 | $2,622-19.3% | $4,320-51.0% | $2,588-18.2% |
| Participant deferral / active EE | $6,158 | $4,432+38.9% | $5,820+5.8% | $4,289+43.6% |
| Admin fee / account holder | $225 | $1,729-87.0% | $10,614-97.9% | $1,587-85.8% |