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 LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $44,835 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,779 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,827 | $78,485+65.4% | $106,213+22.2% | $74,495+74.3% |
| Participation rate | 94.0% | 72.8%+21.2pp | 75.3%+18.7pp | 67.2%+26.8pp |
| Annual return | 16.51% | 15.95%+0.6pp | 116.14%-99.6pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $7,568 | $2,523+200.0% | $3,171+138.6% | $2,623+188.5% |
| Participant deferral / active EE | $4,977 | $4,322+15.1% | $5,016-0.8% | $4,346+14.5% |
| Admin fee / account holder | $300 | $2,232-86.6% | $11,033-97.3% | $1,942-84.5% |