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 26 · EIN 71-0294708 | Advisory (Participants) | $65,713 |
MMA SECURITIES LLC5 years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $53,884 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,675 | $58,264+131.1% | $86,612+55.5% | $71,457+88.5% |
| Participation rate | 94.0% | 65.0%+29.1pp | 71.7%+22.4pp | 67.9%+26.1pp |
| Annual return | 21.37% | 21.63%-0.3pp | 591.07%-569.7pp | 28.85%-7.5pp |
| Employer contribution / active EE | $644 | $2,574-75.0% | $3,022-78.7% | $2,588-75.1% |
| Participant deferral / active EE | $7,897 | $3,436+129.8% | $4,438+78.0% | $4,289+84.1% |
| Admin fee / account holder | $286 | $1,057-73.0% | $5,614-94.9% | $1,587-82.0% |