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 LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $38,918 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,545 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,296 | $47,898+34.2% | $117,472-45.3% | $64,808-0.8% |
| Participation rate | 62.8% | 61.9%+0.9pp | 70.6%-7.8pp | 71.5%-8.7pp |
| Annual return | -16.31% | -15.54%-0.8pp | 29.74%-46.0pp | 32.82%-49.1pp |
| Employer contribution / active EE | $3,372 | $1,774+90.1% | $4,176-19.3% | $2,506+34.6% |
| Participant deferral / active EE | $6,271 | $3,151+99.1% | $4,070+54.1% | $4,310+45.5% |
| Admin fee / account holder | $180 | $132+36.3% | $5,645-96.8% | $188-4.3% |