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 LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $19,758 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,439 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,062 | $63,764-1.1% | $81,930-23.0% | $79,858-21.0% |
| Participation rate | 86.7% | 67.5%+19.2pp | 72.0%+14.7pp | 69.6%+17.0pp |
| Annual return | 19.14% | 22.66%-3.5pp | 29.49%-10.3pp | 31.71%-12.6pp |
| Employer contribution / active EE | $3,513 | $1,795+95.7% | $4,310-18.5% | $2,471+42.2% |
| Participant deferral / active EE | $7,887 | $2,780+183.7% | $7,107+11.0% | $3,740+110.9% |
| Admin fee / account holder | $343 | $4,426-92.3% | $5,158-93.4% | $5,306-93.5% |