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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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,899 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN AGENCY Service code 16 · EIN 22-3570392 | Consulting | $24,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,882 | $29,369+12.0% | $77,482-57.6% | $73,409-55.2% |
| Participation rate | 58.1% | 37.9%+20.2pp | 54.2%+3.9pp | 72.2%-14.1pp |
| Annual return | 10.27% | 358.15%-347.9pp | 54.79%-44.5pp | 59.29%-49.0pp |
| Employer contribution / active EE | $1,502 | $406+270.0% | $986+52.2% | $2,234-32.8% |
| Participant deferral / active EE | $2,571 | $941+173.2% | $1,861+38.1% | $3,805-32.4% |
| Admin fee / account holder | $141 | $123+14.5% | $2,858-95.1% | $158-11.0% |