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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $41,050 |
MMA SECURITIES LLC6 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $31,282 |
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 | $47,478 | $47,126+0.7% | $149,673-68.3% | $74,419-36.2% |
| Participation rate | 93.2% | 63.4%+29.8pp | 78.8%+14.4pp | 70.7%+22.4pp |
| Annual return | 47.08% | 22.75%+24.3pp | 134.42%-87.3pp | 34.38%+12.7pp |
| Employer contribution / active EE | $497 | $1,905-73.9% | $4,818-89.7% | $2,637-81.1% |
| Participant deferral / active EE | $4,351 | $2,728+59.5% | $5,680-23.4% | $4,528-3.9% |
| Admin fee / account holder | $206 | $343-40.0% | $13,210-98.4% | $348-40.9% |