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 LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $38,865 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,296 | $102,197-42.0% | $142,449-58.4% | $74,419-20.3% |
| Participation rate | 93.8% | 79.8%+14.0pp | 76.8%+17.0pp | 70.7%+23.1pp |
| Annual return | 22.31% | 19.73%+2.6pp | 19.99%+2.3pp | 34.38%-12.1pp |
| Employer contribution / active EE | $5,477 | $5,052+8.4% | $4,847+13.0% | $2,637+107.7% |
| Participant deferral / active EE | $7,581 | $6,304+20.3% | $6,283+20.6% | $4,528+67.4% |
| Admin fee / account holder | $230 | $186+23.5% | $10,011-97.7% | $348-34.0% |