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 10-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 LLC1+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $29,167 |
MMA SECURITIES LLC2+ years Filed as: MMC SECURITIES LLC Service code 15 1166 AVE OF THE AMERICAS 22ND FL · NEW YORK, NY 10036 | Recordkeeping | $5,834 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $3,840 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,288 | $80,177+42.5% | $123,892-7.8% | $57,658+98.2% |
| Participation rate | 97.2% | 74.4%+22.8pp | 81.4%+15.8pp | 70.2%+27.0pp |
| Annual return | 8.67% | 17.90%-9.2pp | 47.52%-38.8pp | 5.13%+3.5pp |
| Employer contribution / active EE | $8,899 | $2,913+205.5% | $4,617+92.8% | $1,974+350.9% |
| Participant deferral / active EE | $5,550 | $5,130+8.2% | $5,984-7.2% | $3,061+81.4% |
| Admin fee / account holder | $59 | $106-44.1% | $8,357-99.3% | $95-37.1% |