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 LLC5 years Filed as: MMA SECURITIES, LLC Service code 16 · EIN 22-3570392 | Consulting | $119,961 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $30,071 |
Service code 16 · EIN 94-1737782 | Consulting | $150 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $314,871 | $101,317+210.8% | $146,958+114.3% | $74,495+322.7% |
| Participation rate | 93.1% | 75.5%+17.5pp | 82.2%+10.9pp | 67.2%+25.9pp |
| Annual return | 16.44% | 8730.91%-8714.5pp | 418.34%-401.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $6,840 | $3,810+79.5% | $4,933+38.7% | $2,623+160.8% |
| Participant deferral / active EE | $18,201 | $7,303+149.2% | $8,070+125.5% | $4,346+318.8% |
| Admin fee / account holder | $342 | $1,739-80.3% | $12,998-97.4% | $1,942-82.4% |