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 |
|---|---|---|
MMA SECURITIES LLC7 years Service code 55 · EIN 22-3570392 | Other Commissions | $28,481 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $28,302 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,263 | $84,487+19.9% | $125,339-19.2% | $66,914+51.3% |
| Participation rate | 95.8% | 76.4%+19.4pp | 82.4%+13.5pp | 69.8%+26.0pp |
| Annual return | -22.11% | -8.39%-13.7pp | 572.05%-594.2pp | 1.58%-23.7pp |
| Employer contribution / active EE | $2,571 | $3,553-27.6% | $4,814-46.6% | $2,544+1.0% |
| Participant deferral / active EE | $10,696 | $6,781+57.7% | $7,446+43.6% | $4,237+152.4% |
| Admin fee / account holder | $128 | $685-81.3% | $10,010-98.7% | $593-78.4% |