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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $67,942 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,832 | $56,485-2.9% | $185,823-70.5% | $86,799-36.8% |
| Participation rate | 74.9% | 65.5%+9.4pp | 81.7%-6.8pp | 72.3%+2.6pp |
| Annual return | 16.97% | 118.04%-101.1pp | 122.05%-105.1pp | 97.91%-80.9pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,103 | $2,553+60.7% | $5,568-26.3% | $4,131-0.7% |
| Admin fee / account holder | $160 | $150+7.0% | $16,237-99.0% | $170-5.6% |