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 |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $60,240 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $37,924 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,688 | $106,028-18.2% | $146,958-41.0% | $77,643+11.7% |
| Participation rate | 83.9% | 78.4%+5.5pp | 82.2%+1.8pp | 70.6%+13.3pp |
| Annual return | 13.59% | 56.73%-43.1pp | 418.34%-404.7pp | 31.24%-17.6pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,542 | $7,990-43.2% | $8,070-43.7% | $4,647-2.3% |
| Admin fee / account holder | $221 | $337-34.5% | $12,998-98.3% | $430-48.6% |