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 LLC4 years Service code 26 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Participants) | $75,519 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $146 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $496,615 | $61,272+710.5% | $149,673+231.8% | $71,457+595.0% |
| Participation rate | 99.4% | 62.5%+36.9pp | 78.8%+20.6pp | 67.9%+31.5pp |
| Annual return | 21.72% | 35.85%-14.1pp | 134.42%-112.7pp | 28.85%-7.1pp |
| Employer contribution / active EE | $13,481 | $2,378+466.8% | $4,818+179.8% | $2,588+421.0% |
| Participant deferral / active EE | $18,502 | $2,917+534.3% | $5,680+225.7% | $4,289+331.4% |
| Admin fee / account holder | $957 | $1,261-24.1% | $13,210-92.8% | $1,587-39.7% |