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 LLC1+ years Filed as: MARSH INSURANCE AND INVESTMENTS COR Service code 53 · EIN 52-2189187 | Insurance Commissions | $51,026 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,017 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,671 | $70,002+119.5% | $115,037+33.6% | $52,331+193.7% |
| Participation rate | 99.1% | 72.1%+27.0pp | 81.4%+17.8pp | 68.1%+31.0pp |
| Annual return | 0.69% | 4.04%-3.3pp | 26.14%-25.4pp | 4.54%-3.9pp |
| Employer contribution / active EE | $2,417 | $2,715-11.0% | $4,608-47.5% | $1,882+28.5% |
| Participant deferral / active EE | $11,111 | $4,920+125.8% | $6,026+84.4% | $3,022+267.7% |
| Admin fee / account holder | $7 | $566-98.7% | $8,175-99.9% | $592-98.7% |