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 | $61,814 |
GRAY, GRAY & GRAY1 year Filed as: GRAY, GRAY, & GRAY LLP Service code 10 · EIN 04-2088368 | Accounting | $41,863 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $29,049 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,736 | $30,147+15.2% | $58,482-40.6% | $80,160-56.7% |
| Participation rate | 23.1% | 34.4%-11.3pp | 50.9%-27.7pp | 72.9%-49.8pp |
| Annual return | 26.84% | 21.97%+4.9pp | 4239.32%-4212.5pp | 40.38%-13.5pp |
| Employer contribution / active EE | $893 | $528+69.2% | $1,053-15.2% | $2,978-70.0% |
| Participant deferral / active EE | $2,141 | $1,249+71.4% | $1,924+11.3% | $5,017-57.3% |
| Admin fee / account holder | $184 | $195-5.3% | $2,516-92.7% | $145+27.2% |