Filed October 22, 2018
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 LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $8,099 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,090 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,849 | $64,480+133.9% | $81,382+85.4% | $80,856+86.6% |
| Participation rate | 96.3% | 63.9%+32.4pp | 69.5%+26.8pp | 67.6%+28.6pp |
| Annual return | 11.31% | 16.34%-5.0pp | 24.73%-13.4pp | 35.59%-24.3pp |
| Employer contribution / active EE | $6,518 | $1,978+229.4% | $2,463+164.6% | $2,755+136.6% |
| Participant deferral / active EE | $6,689 | $3,094+116.2% | $3,883+72.3% | $4,296+55.7% |
| Admin fee / account holder | $104 | $5,671-98.2% | $5,768-98.2% | $6,918-98.5% |