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 LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $24,316 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$472 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,682 | $76,050-9.7% | $96,544-28.9% | $71,457-3.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 19.96% | 22.81%-2.9pp | 25.84%-5.9pp | 28.85%-8.9pp |
| Employer contribution / active EE | $1,822 | $2,244-18.8% | $2,965-38.5% | $2,588-29.6% |
| Participant deferral / active EE | $5,439 | $4,215+29.0% | $4,851+12.1% | $4,289+26.8% |
| Admin fee / account holder | $135 | $2,707-95.0% | $8,252-98.4% | $1,587-91.5% |