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 37 · EIN 04-2647786 | Loan Processing | $22,854 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $18,416 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,659 | $58,320-26.9% | $86,436-50.6% | $66,914-36.2% |
| Participation rate | 98.7% | 78.6%+20.1pp | 80.3%+18.4pp | 69.8%+28.9pp |
| Annual return | -4.24% | -9.71%+5.5pp | 4394.89%-4399.1pp | 1.58%-5.8pp |
| Employer contribution / active EE | $3,754 | $2,615+43.5% | $3,769-0.4% | $2,544+47.5% |
| Participant deferral / active EE | $10,271 | $6,899+48.9% | $6,952+47.8% | $4,237+142.4% |
| Admin fee / account holder | $216 | $546-60.4% | $6,731-96.8% | $593-63.5% |