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 LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $44,632 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,374 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,968 |
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 | $107,212 | $84,784+26.5% | $98,439+8.9% | $74,419+44.1% |
| Participation rate | 91.2% | 81.5%+9.7pp | 75.2%+16.1pp | 70.7%+20.5pp |
| Annual return | 18.24% | 20.59%-2.3pp | 21.16%-2.9pp | 34.38%-16.1pp |
| Employer contribution / active EE | $4,654 | $3,364+38.3% | $3,048+52.7% | $2,637+76.5% |
| Participant deferral / active EE | $8,482 | $5,218+62.6% | $4,738+79.0% | $4,528+87.3% |
| Admin fee / account holder | $370 | $204+80.9% | $8,948-95.9% | $348+6.3% |