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 |
|---|---|---|
TRI-AD ACTUARIES, INC.10+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $57,869 |
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $29,673 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,402 | $55,416-54.2% | $75,972-66.6% | $77,643-67.3% |
| Participation rate | 89.1% | 63.6%+25.6pp | 69.1%+20.1pp | 70.6%+18.6pp |
| Annual return | 14.77% | 17.07%-2.3pp | 359.55%-344.8pp | 31.24%-16.5pp |
| Employer contribution / active EE | $692 | $1,788-61.3% | $2,685-74.2% | $2,726-74.6% |
| Participant deferral / active EE | $1,851 | $3,447-46.3% | $4,255-56.5% | $4,647-60.2% |
| Admin fee / account holder | $172 | $414-58.5% | $6,467-97.3% | $430-60.1% |