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 LLC6 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $46,538 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,006 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,938 | $52,406+77.3% | $129,207-28.1% | $74,495+24.8% |
| Participation rate | 97.8% | 53.8%+44.0pp | 69.6%+28.2pp | 67.2%+30.6pp |
| Annual return | 15.93% | 15.66%+0.3pp | 9417.33%-9401.4pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $6,227 | $1,531+306.9% | $4,153+49.9% | $2,623+137.4% |
| Participant deferral / active EE | $11,516 | $2,794+312.1% | $4,168+176.3% | $4,346+165.0% |
| Admin fee / account holder | $212 | $2,633-92.0% | $7,715-97.3% | $1,942-89.1% |