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 |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $46,404 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $16,855 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,931 | $42,886-55.9% | $88,946-78.7% | $85,563-77.9% |
| Participation rate | 77.9% | 37.9%+40.0pp | 68.8%+9.1pp | 66.0%+11.9pp |
| Annual return | 17.41% | 44.56%-27.1pp | 57.82%-40.4pp | 31.51%-14.1pp |
| Employer contribution / active EE | $1,103 | $1,147-3.8% | $2,555-56.8% | $2,654-58.4% |
| Participant deferral / active EE | $3,315 | $2,108+57.2% | $4,581-27.6% | $4,375-24.2% |
| Admin fee / account holder | $176 | $2,263-92.2% | $8,261-97.9% | $834-78.9% |