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 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $19,357 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $16,969 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $44,222 | $89,652-50.7% | $141,162-68.7% | $65,185-32.2% |
| Participation rate | 82.1% | 74.7%+7.3pp | 82.5%-0.4pp | 70.2%+11.9pp |
| Annual return | 46.80% | 32.79%+14.0pp | 71.39%-24.6pp | 29.38%+17.4pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $8,797 | $5,691+54.6% | $6,709+31.1% | $3,514+150.3% |
| Admin fee / account holder | $236 | $569-58.5% | $10,261-97.7% | $847-72.2% |