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 |
|---|---|---|
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $23,617 |
Service code 37 · EIN 04-2647786 | Loan Processing | $407 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,108 | $65,435-9.7% | $86,677-31.8% | $66,914-11.7% |
| Participation rate | 89.7% | 75.5%+14.3pp | 76.6%+13.2pp | 69.8%+19.9pp |
| Annual return | -18.31% | -10.89%-7.4pp | 35.91%-54.2pp | 1.58%-19.9pp |
| Employer contribution / active EE | $1,771 | $2,153-17.7% | $2,836-37.6% | $2,544-30.4% |
| Participant deferral / active EE | $5,495 | $4,100+34.0% | $4,656+18.0% | $4,237+29.7% |
| Admin fee / account holder | $154 | $642-76.0% | $7,493-97.9% | $593-74.0% |