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 LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $42,044 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,178 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,297 | $71,516+69.6% | $98,439+23.2% | $71,457+69.7% |
| Participation rate | 92.6% | 72.7%+19.9pp | 75.2%+17.4pp | 67.9%+24.6pp |
| Annual return | 16.36% | 32.41%-16.0pp | 21.16%-4.8pp | 28.85%-12.5pp |
| Employer contribution / active EE | $6,222 | $2,399+159.4% | $3,048+104.1% | $2,588+140.4% |
| Participant deferral / active EE | $4,948 | $4,109+20.4% | $4,738+4.4% | $4,289+15.4% |
| Admin fee / account holder | $290 | $1,675-82.7% | $8,948-96.8% | $1,587-81.7% |