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 | $182,876 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $39,255 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,319 | $136,853-91.7% | $130,231-91.3% | $80,160-85.9% |
| Participation rate | 93.1% | 81.6%+11.5pp | 76.3%+16.9pp | 72.9%+20.2pp |
| Annual return | 17.02% | 22.66%-5.6pp | 38.77%-21.8pp | 40.38%-23.4pp |
| Employer contribution / active EE | $4,144 | $3,395+22.1% | $4,126+0.4% | $2,978+39.2% |
| Participant deferral / active EE | $0 | $5,856-100.0% | $6,799-100.0% | $5,017-100.0% |
| Admin fee / account holder | $84 | $184-54.3% | $6,020-98.6% | $145-42.0% |