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 4-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 | $73,856 |
MMA SECURITIES LLC4+ years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $54,608 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,412 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,906 | $57,831-12.0% | $82,389-38.2% | $85,563-40.5% |
| Participation rate | 94.2% | 55.0%+39.2pp | 69.5%+24.6pp | 66.0%+28.2pp |
| Annual return | 29.62% | 17.86%+11.8pp | 28.67%+1.0pp | 31.51%-1.9pp |
| Employer contribution / active EE | $2,640 | $1,643+60.7% | $2,517+4.9% | $2,654-0.5% |
| Participant deferral / active EE | $9,013 | $3,118+189.1% | $4,155+117.0% | $4,375+106.0% |
| Admin fee / account holder | $243 | $1,391-82.5% | $7,231-96.6% | $834-70.8% |