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 | $91,760-51.7% | $156,181-71.6% | $67,986-34.8% |
| Participation rate | 97.5% | 65.0%+32.5pp | 78.8%+18.7pp | 57.2%+40.3pp |
| Annual return | 15.54% | 18.14%-2.6pp | 64.87%-49.3pp | 31.67%-16.1pp |
| Employer contribution / active EE | $1,250 | $2,419-48.3% | $4,294-70.9% | $2,019-38.1% |
| Participant deferral / active EE | $2,101 | $3,960-47.0% | $6,132-65.7% | $3,358-37.4% |
| Admin fee / account holder | $188 | $3,949-95.2% | $14,586-98.7% | $3,203-94.1% |