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 LLC2 years Service code 26 P.O. BOX 9496 · NEW YORK, NY 10087 | Advisory (Participants) | $56,088 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,373 | $101,317+18.8% | $146,958-18.1% | $74,495+61.6% |
| Participation rate | 94.6% | 75.5%+19.1pp | 82.2%+12.4pp | 67.2%+27.4pp |
| Annual return | 12.36% | 8730.91%-8718.6pp | 418.34%-406.0pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $3,386 | $3,810-11.1% | $4,933-31.4% | $2,623+29.1% |
| Participant deferral / active EE | $6,298 | $7,303-13.8% | $8,070-22.0% | $4,346+44.9% |
| Admin fee / account holder | $202 | $1,739-88.4% | $12,998-98.4% | $1,942-89.6% |