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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $47,039 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,618 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,409 | $50,574-14.2% | $169,368-74.4% | $80,160-45.8% |
| Participation rate | 62.6% | 67.8%-5.2pp | 77.1%-14.5pp | 72.9%-10.3pp |
| Annual return | 20.40% | 22.92%-2.5pp | 405.60%-385.2pp | 40.38%-20.0pp |
| Employer contribution / active EE | $2,114 | $1,693+24.9% | $4,013-47.3% | $2,978-29.0% |
| Participant deferral / active EE | $3,848 | $4,164-7.6% | $6,221-38.1% | $5,017-23.3% |
| Admin fee / account holder | $58 | $107-45.4% | $9,003-99.4% | $145-59.8% |