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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $95,715 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $43,278 |
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 | $35,777 | $35,197+1.6% | $53,898-33.6% | $102,872-65.2% |
| Participation rate | 19.0% | 29.6%-10.5pp | 55.0%-35.9pp | 73.0%-54.0pp |
| Annual return | 17.92% | 17.55%+0.4pp | 528.60%-510.7pp | 19.06%-1.1pp |
| Employer contribution / active EE | $455 | $713-36.1% | $932-51.1% | $3,526-87.1% |
| Participant deferral / active EE | $1,083 | $1,333-18.8% | $1,826-40.7% | $5,535-80.4% |
| Admin fee / account holder | $149 | $834-82.1% | $2,491-94.0% | $292-49.0% |