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 13 · EIN 42-0127290 | Contract Administrator | $83,274 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $42,075 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,998 | $101,317+50.0% | $146,958+3.4% | $74,495+104.0% |
| Participation rate | 94.9% | 75.5%+19.4pp | 82.2%+12.8pp | 67.2%+27.7pp |
| Annual return | -3.87% | 8730.91%-8734.8pp | 418.34%-422.2pp | 1364.94%-1368.8pp |
| Employer contribution / active EE | $1,913 | $3,810-49.8% | $4,933-61.2% | $2,623-27.1% |
| Participant deferral / active EE | $10,243 | $7,303+40.3% | $8,070+26.9% | $4,346+135.7% |
| Admin fee / account holder | $473 | $1,739-72.8% | $12,998-96.4% | $1,942-75.6% |