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 5-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 Filed as: MMC SECURITIES CORP. Service code 27 · EIN 06-1685865 | Advisory (Plan) | $85,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $24,070 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,683 | $62,324+42.3% | $68,509+29.4% | $55,191+60.7% |
| Participation rate | 99.0% | 78.9%+20.1pp | 74.7%+24.3pp | 69.2%+29.8pp |
| Annual return | 1.56% | 4.26%-2.7pp | 8.27%-6.7pp | 10.78%-9.2pp |
| Employer contribution / active EE | $2,953 | $2,223+32.9% | $2,278+29.6% | $1,899+55.5% |
| Participant deferral / active EE | $4,660 | $3,425+36.1% | $3,382+37.8% | $3,046+53.0% |
| Admin fee / account holder | $30 | $91-67.5% | $5,275-99.4% | $91-67.3% |