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 7-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 LLC4 years Filed as: MMA SECURITIES, LLC Service code 16 · EIN 22-3570392 | Consulting | $101,877 |
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $4,239 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,227 | $91,407+227.4% | $135,903+120.2% | $71,457+318.7% |
| Participation rate | 90.5% | 75.7%+14.9pp | 81.9%+8.6pp | 67.9%+22.6pp |
| Annual return | 20.48% | 29.90%-9.4pp | 68.23%-47.7pp | 28.85%-8.4pp |
| Employer contribution / active EE | $5,834 | $3,703+57.5% | $4,856+20.1% | $2,588+125.5% |
| Participant deferral / active EE | $17,036 | $7,092+140.2% | $7,758+119.6% | $4,289+297.2% |
| Admin fee / account holder | $250 | $1,266-80.3% | $10,762-97.7% | $1,587-84.3% |