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 |
|---|---|---|
TRUST POINT INC10+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $170,127 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Float r... | $44,540 |
MMA SECURITIES LLC1 year Service code 16 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Consulting | $16,056 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,386 | $53,136-59.8% | $155,509-86.2% | $199,593-89.3% |
| Participation rate | 92.0% | 64.1%+28.0pp | 78.2%+13.8pp | 72.0%+20.1pp |
| Annual return | 16.36% | 41.15%-24.8pp | 64.67%-48.3pp | 34.25%-17.9pp |
| Employer contribution / active EE | $424 | $1,851-77.1% | $4,672-90.9% | $3,034-86.0% |
| Participant deferral / active EE | $3,538 | $3,161+11.9% | $5,626-37.1% | $5,087-30.4% |
| Admin fee / account holder | $103 | $185-44.5% | $15,912-99.4% | $269-61.7% |