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 LLC2 years Service code 17 · EIN 22-3570392 6160 GOLDEN HILLS DRIVE · MINNEAPOLIS, MN 55416 | Pension Consulting | $15,694 |
DWC - THE 401(K) EXPERTS1 year Service code 10 · EIN 26-2091417 PO BOX 241267 · ST PAUL, MN 55124 | Accounting | $4,781 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RET PLAN SERVICES Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $4,670 |
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 | $43,023 | $55,415-22.4% | $155,509-72.3% | $74,495-42.2% |
| Participation rate | 62.6% | 61.9%+0.7pp | 78.2%-15.5pp | 67.2%-4.6pp |
| Annual return | 16.01% | 268.50%-252.5pp | 64.67%-48.7pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $1,880 | $2,267-17.1% | $4,672-59.8% | $2,623-28.3% |
| Participant deferral / active EE | $2,971 | $2,836+4.8% | $5,626-47.2% | $4,346-31.6% |
| Admin fee / account holder | $173 | $1,738-90.0% | $15,912-98.9% | $1,942-91.1% |