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 | $15,766 |
Service code 27 · EIN 86-0588303 | Advisory (Plan) | $12,043 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY Service code 10 · EIN 83-2519857 | Accounting | $9,188 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $7,753 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,178 | $106,028-70.6% | $146,958-78.8% | $77,643-59.8% |
| Participation rate | 61.7% | 78.4%-16.7pp | 82.2%-20.5pp | 70.6%-8.9pp |
| Annual return | 20.63% | 56.73%-36.1pp | 418.34%-397.7pp | 31.24%-10.6pp |
| Employer contribution / active EE | $2,469 | $4,063-39.2% | $4,933-50.0% | $2,726-9.4% |
| Participant deferral / active EE | $4,195 | $7,990-47.5% | $8,070-48.0% | $4,647-9.7% |
| Admin fee / account holder | $166 | $337-50.7% | $12,998-98.7% | $430-61.3% |