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 37 · EIN 04-2647786 | Loan Processing | $113,525 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $110,441 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,036 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,712 | $128,899-40.5% | $113,168-32.2% | $102,872-25.4% |
| Participation rate | 88.6% | 87.0%+1.6pp | 76.6%+12.0pp | 73.0%+15.6pp |
| Annual return | 17.41% | 15.88%+1.5pp | 24.27%-6.9pp | 19.06%-1.7pp |
| Employer contribution / active EE | $2,613 | $3,713-29.6% | $2,975-12.2% | $3,526-25.9% |
| Participant deferral / active EE | $5,142 | $6,787-24.2% | $5,107+0.7% | $5,535-7.1% |
| Admin fee / account holder | $188 | $129+45.2% | $12,068-98.4% | $292-35.7% |