Filed January 5, 2022
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Participant communicat... | $62,557 |
Filed as: MMC SECURITES CORPORATION Service code 16 | Consulting | $19,487 |
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES CORPORATION Service code 16 PO BOX 27449 · NEW YORK, NY 10087 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $88,518 | $72,770+21.6% | $67,652+30.8% | $55,191+60.4% |
| Participation rate | 87.6% | 78.8%+8.8pp | 75.7%+12.0pp | 69.2%+18.5pp |
| Annual return | 1.80% | -3.26%+5.1pp | 6625.04%-6623.2pp | 10.78%-9.0pp |
| Employer contribution / active EE | $2,999 | $1,769+69.5% | $2,266+32.4% | $1,899+57.9% |
| Participant deferral / active EE | $7,703 | $3,408+126.0% | $3,560+116.4% | $3,046+152.8% |
| Admin fee / account holder | $87 | $79+9.8% | $4,821-98.2% | $91-4.7% |