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 LLC6 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $12,404 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,193 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,637 | $84,556-8.2% | $116,228-33.2% | $74,304+4.5% |
| Participation rate | 95.0% | 66.0%+29.0pp | 74.6%+20.4pp | 60.3%+34.7pp |
| Annual return | 19.79% | 18.35%+1.4pp | 90.06%-70.3pp | 29.43%-9.6pp |
| Employer contribution / active EE | $3,100 | $2,168+43.0% | $2,994+3.5% | $2,241+38.3% |
| Participant deferral / active EE | $5,291 | $3,814+38.7% | $4,953+6.8% | $3,767+40.4% |
| Admin fee / account holder | $116 | $3,792-96.9% | $11,989-99.0% | $2,969-96.1% |