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 8-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 LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $55,471 |
Service code 37 · EIN 04-2647786 | Loan Processing | $53,556 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,023 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,369 | $106,028-13.8% | $146,958-37.8% | $77,643+17.7% |
| Participation rate | 82.0% | 78.4%+3.6pp | 82.2%-0.2pp | 70.6%+11.4pp |
| Annual return | 26.89% | 56.73%-29.8pp | 418.34%-391.4pp | 31.24%-4.3pp |
| Employer contribution / active EE | $5,829 | $4,063+43.5% | $4,933+18.2% | $2,726+113.8% |
| Participant deferral / active EE | $12,811 | $7,990+60.3% | $8,070+58.8% | $4,647+175.7% |
| Admin fee / account holder | $327 | $337-3.2% | $12,998-97.5% | $430-24.1% |