See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $42,656 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,348 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,091 | $72,607+53.0% | $90,749+22.4% | $66,914+66.0% |
| Participation rate | 87.0% | 73.7%+13.3pp | 75.7%+11.3pp | 69.8%+17.2pp |
| Annual return | -16.54% | -12.28%-4.3pp | -12.16%-4.4pp | 1.58%-18.1pp |
| Employer contribution / active EE | $5,895 | $2,369+148.9% | $2,921+101.8% | $2,544+131.7% |
| Participant deferral / active EE | $5,162 | $3,977+29.8% | $4,564+13.1% | $4,237+21.8% |
| Admin fee / account holder | $288 | $707-59.3% | $8,445-96.6% | $593-51.5% |