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 | $62,613 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $45,833 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $16,779 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,351 | $98,727+8.7% | $113,168-5.1% | $85,563+25.5% |
| Participation rate | 97.8% | 80.8%+17.0pp | 76.6%+21.2pp | 66.0%+31.8pp |
| Annual return | 16.92% | 17.43%-0.5pp | 24.27%-7.4pp | 31.51%-14.6pp |
| Employer contribution / active EE | $2,348 | $2,907-19.2% | $2,975-21.1% | $2,654-11.5% |
| Participant deferral / active EE | $4,748 | $5,424-12.5% | $5,107-7.0% | $4,375+8.5% |
| Admin fee / account holder | $98 | $357-72.4% | $12,068-99.2% | $834-88.2% |