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 3-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 year Service code 17 P O BOX 9496 · NEW YORK, NY 10087 | Pension Consulting | $24,448 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $3,065 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,387 | $76,050-32.4% | $96,544-46.8% | $71,457-28.1% |
| Participation rate | 96.9% | 74.4%+22.4pp | 76.0%+20.9pp | 67.9%+28.9pp |
| Annual return | 21.23% | 22.81%-1.6pp | 25.84%-4.6pp | 28.85%-7.6pp |
| Employer contribution / active EE | $3,984 | $2,244+77.5% | $2,965+34.4% | $2,588+54.0% |
| Participant deferral / active EE | $8,721 | $4,215+106.9% | $4,851+79.8% | $4,289+103.3% |
| Admin fee / account holder | $127 | $2,707-95.3% | $8,252-98.5% | $1,587-92.0% |