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 LLC5 years Service code 26 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Participants) | $97,004 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $180 |
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 | $606,625 | $55,415+994.7% | $155,509+290.1% | $74,495+714.3% |
| Participation rate | 98.8% | 61.9%+36.9pp | 78.2%+20.6pp | 67.2%+31.6pp |
| Annual return | 17.35% | 268.50%-251.1pp | 64.67%-47.3pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $14,744 | $2,267+550.3% | $4,672+215.6% | $2,623+462.1% |
| Participant deferral / active EE | $19,474 | $2,836+586.7% | $5,626+246.1% | $4,346+348.1% |
| Admin fee / account holder | $1,221 | $1,738-29.8% | $15,912-92.3% | $1,942-37.1% |