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, LLC Service code 26 · EIN 22-3570392 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,338 | $96,484-54.0% | $156,263-71.6% | $74,304-40.3% |
| Participation rate | 97.5% | 67.7%+29.8pp | 78.9%+18.6pp | 60.3%+37.2pp |
| Annual return | 15.54% | 17.73%-2.2pp | 59.47%-43.9pp | 29.43%-13.9pp |
| Employer contribution / active EE | $1,250 | $2,528-50.6% | $4,333-71.2% | $2,241-44.2% |
| Participant deferral / active EE | $2,101 | $4,286-51.0% | $6,158-65.9% | $3,767-44.2% |
| Admin fee / account holder | $188 | $3,728-95.0% | $14,255-98.7% | $2,969-93.7% |