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 |
|---|---|---|
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $34,031 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,958 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,054 | $72,482-35.1% | $129,110-63.6% | $64,808-27.4% |
| Participation rate | 92.1% | 79.2%+12.8pp | 77.3%+14.8pp | 71.5%+20.6pp |
| Annual return | 8.52% | -9.08%+17.6pp | -10.94%+19.5pp | 32.82%-24.3pp |
| Employer contribution / active EE | $5,075 | $4,247+19.5% | $5,052+0.5% | $2,506+102.5% |
| Participant deferral / active EE | $7,545 | $5,679+32.9% | $6,542+15.3% | $4,310+75.0% |
| Admin fee / account holder | $217 | $144+50.6% | $14,302-98.5% | $188+15.7% |