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 LLC1+ years Filed as: MMC SECURITIES CORPORATION Service code 22 · EIN 04-2848081 | Insurance Broker | $9,972 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $7,072 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,419 | $80,177-87.0% | $123,892-91.6% | $57,658-81.9% |
| Participation rate | 96.5% | 74.4%+22.1pp | 81.4%+15.1pp | 70.2%+26.3pp |
| Annual return | 0.00% | 17.90%-17.9pp | 47.52%-47.5pp | 5.13%-5.1pp |
| Employer contribution / active EE | $2,371 | $2,913-18.6% | $4,617-48.6% | $1,974+20.1% |
| Participant deferral / active EE | $3,719 | $5,130-27.5% | $5,984-37.8% | $3,061+21.5% |
| Admin fee / account holder | $22 | $106-79.4% | $8,357-99.7% | $95-76.8% |