See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $57,499 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $49,164 |
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 | $39,132 | $82,202-52.4% | $125,339-68.8% | $64,808-39.6% |
| Participation rate | 89.6% | 77.9%+11.8pp | 82.4%+7.3pp | 71.5%+18.2pp |
| Annual return | -9.64% | 3.48%-13.1pp | 572.05%-581.7pp | 32.82%-42.5pp |
| Employer contribution / active EE | $2,285 | $3,615-36.8% | $4,814-52.5% | $2,506-8.8% |
| Participant deferral / active EE | $12,031 | $7,175+67.7% | $7,446+61.6% | $4,310+179.1% |
| Admin fee / account holder | $179 | $163+9.8% | $10,010-98.2% | $188-4.5% |