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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $52,995 |
MMA SECURITIES LLC6 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $2,871 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,293 | $57,610-80.4% | $154,803-92.7% | $102,872-89.0% |
| Participation rate | 85.4% | 59.5%+25.9pp | 78.1%+7.3pp | 73.0%+12.4pp |
| Annual return | 16.34% | 30.49%-14.1pp | 58.88%-42.5pp | 19.06%-2.7pp |
| Employer contribution / active EE | $375 | $1,883-80.1% | $4,305-91.3% | $3,526-89.4% |
| Participant deferral / active EE | $1,971 | $2,914-32.4% | $5,540-64.4% | $5,535-64.4% |
| Admin fee / account holder | $43 | $368-88.4% | $14,329-99.7% | $292-85.5% |