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 LLC6 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $54,026 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,770 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,876 |
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 | $119,588 | $92,055+29.9% | $106,213+12.6% | $77,643+54.0% |
| Participation rate | 82.2% | 81.0%+1.1pp | 75.3%+6.9pp | 70.6%+11.6pp |
| Annual return | 13.71% | 17.91%-4.2pp | 116.14%-102.4pp | 31.24%-17.5pp |
| Employer contribution / active EE | $3,976 | $3,367+18.1% | $3,171+25.4% | $2,726+45.9% |
| Participant deferral / active EE | $8,497 | $5,386+57.8% | $5,016+69.4% | $4,647+82.8% |
| Admin fee / account holder | $393 | $219+79.2% | $11,033-96.4% | $430-8.8% |