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 | $87,037+125.2% | $106,201+84.6% | $80,874+142.4% |
| Participation rate | 98.4% | 70.4%+27.9pp | 75.3%+23.1pp | 67.6%+30.7pp |
| Annual return | 16.37% | 17.05%-0.7pp | 116.26%-99.9pp | 35.62%-19.2pp |
| Employer contribution / active EE | $30,606 | $2,396+1177.3% | $3,170+865.6% | $2,756+1010.7% |
| Participant deferral / active EE | $23,131 | $3,986+480.3% | $5,012+361.5% | $4,297+438.3% |
| Admin fee / account holder | $564 | $8,434-93.3% | $11,039-94.9% | $6,935-91.9% |