Filed November 7, 2025
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 LLC2+ years Filed as: NIA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $30,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $14,015 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $87,521 | $46,966+86.3% | $185,117-52.7% | $69,631+25.7% |
| Participation rate | 98.3% | 65.3%+33.0pp | 77.3%+21.0pp | 70.7%+27.6pp |
| Annual return | 16.36% | 22.36%-6.0pp | 40.50%-24.1pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $2,504 | $1,360+84.0% | $4,182-40.1% | $2,032+23.2% |
| Participant deferral / active EE | $7,221 | $3,017+139.4% | $5,045+43.1% | $3,224+124.0% |
| Admin fee / account holder | $55 | $94-41.5% | $8,159-99.3% | $110-50.3% |