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 LLC7 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $32,884 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,323 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,741 | $88,083-22.0% | $164,813-58.3% | $74,495-7.7% |
| Participation rate | 95.2% | 73.0%+22.2pp | 78.6%+16.6pp | 67.2%+28.0pp |
| Annual return | 15.75% | 17.26%-1.5pp | 69.93%-54.2pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $2,151 | $2,593-17.1% | $4,341-50.5% | $2,623-18.0% |
| Participant deferral / active EE | $5,821 | $4,498+29.4% | $6,031-3.5% | $4,346+34.0% |
| Admin fee / account holder | $259 | $2,234-88.4% | $12,690-98.0% | $1,942-86.7% |