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) | $24,522 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,095 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $41,707 | $54,726-23.8% | $68,793-39.4% | $64,186-35.0% |
| Participation rate | 69.1% | 68.0%+1.0pp | 72.2%-3.2pp | 69.6%-0.5pp |
| Annual return | -5.55% | -1.62%-3.9pp | -4.63%-0.9pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,374 | $1,846+28.6% | $2,625-9.6% | $2,381-0.3% |
| Participant deferral / active EE | $5,180 | $2,626+97.3% | $3,311+56.5% | $3,470+49.3% |
| Admin fee / account holder | $353 | $4,027-91.2% | $5,131-93.1% | $4,888-92.8% |