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 Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $26,962 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $23,840 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,000 | $99,957-50.0% | $149,696-66.6% | $73,488-32.0% |
| Participation rate | 98.5% | 75.7%+22.8pp | 82.5%+16.0pp | 70.7%+27.8pp |
| Annual return | 33.82% | 53.87%-20.0pp | 276.60%-242.8pp | 28.51%+5.3pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $11,359 | $6,073+87.1% | $6,842+66.0% | $3,740+203.8% |
| Admin fee / account holder | $234 | $551-57.5% | $9,309-97.5% | $513-54.4% |