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 | $24,422 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $18,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,743 | $54,121+41.8% | $134,143-42.8% | $73,409+4.5% |
| Participation rate | 57.3% | 64.4%-7.0pp | 72.2%-14.8pp | 72.2%-14.8pp |
| Annual return | 26.20% | -312.52%+338.7pp | 36.33%-10.1pp | 59.29%-33.1pp |
| Employer contribution / active EE | $2,241 | $1,402+59.9% | $3,704-39.5% | $2,234+0.3% |
| Participant deferral / active EE | $4,083 | $2,844+43.6% | $3,499+16.7% | $3,805+7.3% |
| Admin fee / account holder | $196 | $132+48.0% | $6,684-97.1% | $158+24.1% |