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 LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $37,948 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,238 |
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 | $79,022 | $53,345+48.1% | $121,098-34.7% | $74,419+6.2% |
| Participation rate | 73.8% | 60.0%+13.8pp | 69.5%+4.3pp | 70.7%+3.1pp |
| Annual return | 22.39% | 35.15%-12.8pp | 985.75%-963.4pp | 34.38%-12.0pp |
| Employer contribution / active EE | $4,410 | $1,898+132.3% | $4,164+5.9% | $2,637+67.2% |
| Participant deferral / active EE | $8,413 | $3,221+161.2% | $4,080+106.2% | $4,528+85.8% |
| Admin fee / account holder | $176 | $382-54.0% | $5,644-96.9% | $348-49.5% |