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 | $30,509 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $21,329 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,289 | $49,915+30.8% | $154,803-57.8% | $74,304-12.1% |
| Participation rate | 59.0% | 54.0%+5.0pp | 78.1%-19.1pp | 60.3%-1.4pp |
| Annual return | 19.01% | 34.06%-15.0pp | 58.88%-39.9pp | 29.43%-10.4pp |
| Employer contribution / active EE | $1,017 | $1,611-36.9% | $4,305-76.4% | $2,241-54.6% |
| Participant deferral / active EE | $3,722 | $2,255+65.1% | $5,540-32.8% | $3,767-1.2% |
| Admin fee / account holder | $389 | $2,189-82.2% | $14,329-97.3% | $2,969-86.9% |