See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Service code 26 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Participants) | $12,214 |
RELIANCE TRUST COMPANY1 year Service code 15 1100 ABERNATHY RD NE · ATLANTA, GA 30328 | Recordkeeping | $1,381 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,781 | $70,428-13.7% | $96,562-37.1% | $85,850-29.2% |
| Participation rate | 84.7% | 61.8%+22.9pp | 69.8%+14.9pp | 69.3%+15.4pp |
| Annual return | 15.01% | 18.59%-3.6pp | 37.78%-22.8pp | 318.53%-303.5pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,046 | $2,894+39.8% | $3,849+5.1% | $3,952+2.4% |
| Admin fee / account holder | $153 | $4,997-96.9% | $6,181-97.5% | $6,260-97.6% |