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 26 · EIN 71-0294708 | Advisory (Participants) | $73,550 |
MMA SECURITIES LLC4 years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $52,916 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,824 | $51,197+136.0% | $82,719+46.1% | $66,914+80.6% |
| Participation rate | 96.5% | 67.8%+28.7pp | 72.6%+24.0pp | 69.8%+26.7pp |
| Annual return | -17.78% | -9.64%-8.1pp | 701.18%-719.0pp | 1.58%-19.4pp |
| Employer contribution / active EE | $959 | $2,611-63.3% | $3,009-68.1% | $2,544-62.3% |
| Participant deferral / active EE | $7,897 | $3,458+128.4% | $4,395+79.7% | $4,237+86.4% |
| Admin fee / account holder | $350 | $416-15.7% | $5,329-93.4% | $593-41.0% |