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 9-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 LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $37,556 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,291 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,835 | $61,052+32.4% | $142,863-43.4% | $79,386+1.8% |
| Participation rate | 80.1% | 60.1%+20.0pp | 71.9%+8.2pp | 70.7%+9.4pp |
| Annual return | 15.53% | 16.02%-0.5pp | 5637.54%-5622.0pp | 116.85%-101.3pp |
| Employer contribution / active EE | $4,022 | $1,481+171.7% | $4,144-2.9% | $2,427+65.7% |
| Participant deferral / active EE | $7,508 | $2,879+160.8% | $3,837+95.7% | $4,046+85.6% |
| Admin fee / account holder | $177 | $659-73.2% | $6,560-97.3% | $626-71.8% |