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 LLC6 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $61,350 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,180 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$245,540 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,320 | $88,890+23.0% | $102,423+6.7% | $77,643+40.8% |
| Participation rate | 96.8% | 80.9%+15.9pp | 76.5%+20.3pp | 70.6%+26.2pp |
| Annual return | 16.43% | 24.98%-8.5pp | 29.32%-12.9pp | 31.24%-14.8pp |
| Employer contribution / active EE | $3,781 | $2,698+40.2% | $3,023+25.1% | $2,726+38.7% |
| Participant deferral / active EE | $10,776 | $5,145+109.4% | $5,053+113.3% | $4,647+131.9% |
| Admin fee / account holder | -$105 | $235-144.7% | $9,451-101.1% | $430-124.4% |