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 LLC2 years Filed as: ASSURED PARTNERS CAPITAL, INC. Service code 49 · EIN 45-2712335 2090 LINGLESTOWN RD · HARRISBURG, PA 17110 | Other Services | $11,407 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,239 | $86,944+67.0% | $107,525+35.1% | $74,304+95.5% |
| Participation rate | 97.7% | 59.6%+38.2pp | 75.1%+22.7pp | 60.3%+37.4pp |
| Annual return | 16.50% | 23.52%-7.0pp | 181.32%-164.8pp | 29.43%-12.9pp |
| Employer contribution / active EE | $2,350 | $2,757-14.7% | $3,754-37.4% | $2,241+4.9% |
| Participant deferral / active EE | $6,739 | $3,554+89.6% | $5,116+31.7% | $3,767+78.9% |
| Admin fee / account holder | $102 | $3,727-97.3% | $8,919-98.9% | $2,969-96.6% |