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 8-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 LLC3 years Service code 16 · EIN 22-3570392 | Consulting | $19,863 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $16,608 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,862 | $59,097+19.9% | $82,389-14.0% | $74,304-4.6% |
| Participation rate | 90.1% | 52.8%+37.3pp | 69.5%+20.5pp | 60.3%+29.7pp |
| Annual return | 16.88% | 22.85%-6.0pp | 28.67%-11.8pp | 29.43%-12.6pp |
| Employer contribution / active EE | $1,133 | $1,601-29.2% | $2,517-55.0% | $2,241-49.4% |
| Participant deferral / active EE | $4,826 | $2,775+73.9% | $4,155+16.2% | $3,767+28.1% |
| Admin fee / account holder | $207 | $4,489-95.4% | $7,231-97.1% | $2,969-93.0% |