Filed June 1, 2023
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 60 · EIN 04-2647786 | Sub-TA Fees | $114,135 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $6,622 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,468 | $127,218-94.1% | $392,568-98.1% | $77,787-90.4% |
| Participation rate | 97.3% | 82.0%+15.3pp | 78.1%+19.2pp | 73.2%+24.1pp |
| Annual return | 22.76% | 25.27%-2.5pp | 24.42%-1.7pp | 32.57%-9.8pp |
| Employer contribution / active EE | $3,458 | $3,064+12.9% | $3,783-8.6% | $2,504+38.1% |
| Participant deferral / active EE | $0 | $4,820-100.0% | $5,985-100.0% | $3,967-100.0% |
| Admin fee / account holder | $47 | $89-47.0% | $6,260-99.2% | $100-52.8% |