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.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2+ years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $51,566 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,251 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,027 | $87,013+125.3% | $106,213+84.6% | $80,856+142.4% |
| Participation rate | 98.4% | 70.4%+28.0pp | 75.3%+23.1pp | 67.6%+30.7pp |
| Annual return | 16.37% | 17.05%-0.7pp | 116.14%-99.8pp | 35.59%-19.2pp |
| Employer contribution / active EE | $30,606 | $2,395+1177.8% | $3,171+865.0% | $2,755+1011.0% |
| Participant deferral / active EE | $23,131 | $3,986+480.3% | $5,016+361.2% | $4,296+438.5% |
| Admin fee / account holder | $564 | $8,431-93.3% | $11,033-94.9% | $6,918-91.8% |