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 13 · EIN 42-0127290 | Contract Administrator | $103,043 |
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $25,881 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,713 | $129,021+2.9% | $184,203-28.0% | $77,643+70.9% |
| Participation rate | 99.7% | 87.3%+12.3pp | 86.8%+12.8pp | 70.6%+29.1pp |
| Annual return | 18.52% | 33.27%-14.8pp | 28.81%-10.3pp | 31.24%-12.7pp |
| Employer contribution / active EE | $4,578 | $4,413+3.7% | $6,427-28.8% | $2,726+67.9% |
| Participant deferral / active EE | $12,488 | $7,297+71.1% | $9,131+36.8% | $4,647+168.7% |
| Admin fee / account holder | $180 | $254-29.0% | $13,901-98.7% | $430-58.1% |