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 |
|---|---|---|
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $46,276 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,178 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,688 | $52,406+84.5% | $129,207-25.2% | $74,495+29.8% |
| Participation rate | 70.7% | 53.8%+16.9pp | 69.6%+1.1pp | 67.2%+3.5pp |
| Annual return | 19.95% | 15.66%+4.3pp | 9417.33%-9397.4pp | 1364.94%-1345.0pp |
| Employer contribution / active EE | $3,348 | $1,531+118.8% | $4,153-19.4% | $2,623+27.7% |
| Participant deferral / active EE | $6,420 | $2,794+129.8% | $4,168+54.1% | $4,346+47.7% |
| Admin fee / account holder | $377 | $2,633-85.7% | $7,715-95.1% | $1,942-80.6% |