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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $65,215 |
MMA SECURITIES LLC2+ years Filed as: MMA SECURITIES Service code 16 · EIN 22-3570392 | Consulting | $31,975 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $37,165 | $176,811-79.0% | $146,958-74.7% | - |
| Participation rate | 60.6% | 76.9%-16.2pp | 82.2%-21.5pp | - |
| Annual return | 16.86% | 11.56%+5.3pp | 418.34%-401.5pp | - |
| Employer contribution / active EE | $1,073 | $3,294-67.4% | $4,933-78.2% | - |
| Participant deferral / active EE | $4,372 | $6,900-36.6% | $8,070-45.8% | - |
| Admin fee / account holder | $15 | $27,451-99.9% | $12,998-99.9% | - |