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 | $293,301 |
MMA SECURITIES LLC3 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $60,975 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,441 | $102,872-59.7% | $136,749-69.7% | $102,872-59.7% |
| Participation rate | 96.7% | 73.0%+23.6pp | 72.1%+24.5pp | 73.0%+23.6pp |
| Annual return | 16.87% | 19.06%-2.2pp | 24.33%-7.5pp | 19.06%-2.2pp |
| Employer contribution / active EE | $1,596 | $3,526-54.7% | $3,400-53.1% | $3,526-54.7% |
| Participant deferral / active EE | $3,286 | $5,535-40.6% | $4,692-30.0% | $5,535-40.6% |
| Admin fee / account holder | $129 | $292-55.9% | $11,386-98.9% | $292-55.9% |