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 | $18,236 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $16,365 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,416 | $61,272-30.8% | $149,673-71.7% | $71,457-40.6% |
| Participation rate | 68.5% | 62.5%+6.0pp | 78.8%-10.3pp | 67.9%+0.6pp |
| Annual return | 16.89% | 35.85%-19.0pp | 134.42%-117.5pp | 28.85%-12.0pp |
| Employer contribution / active EE | $926 | $2,378-61.1% | $4,818-80.8% | $2,588-64.2% |
| Participant deferral / active EE | $3,496 | $2,917+19.8% | $5,680-38.5% | $4,289-18.5% |
| Admin fee / account holder | $238 | $1,261-81.1% | $13,210-98.2% | $1,587-85.0% |