See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1+ years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $73,729 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,870 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,130 | $106,028-33.9% | $146,958-52.3% | $77,643-9.7% |
| Participation rate | 78.9% | 78.4%+0.5pp | 82.2%-3.3pp | 70.6%+8.3pp |
| Annual return | 25.61% | 56.73%-31.1pp | 418.34%-392.7pp | 31.24%-5.6pp |
| Employer contribution / active EE | $5,198 | $4,063+27.9% | $4,933+5.4% | $2,726+90.7% |
| Participant deferral / active EE | $12,483 | $7,990+56.2% | $8,070+54.7% | $4,647+168.6% |
| Admin fee / account holder | $154 | $337-54.4% | $12,998-98.8% | $430-64.2% |