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 5-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 27 · EIN 22-3570392 | Advisory (Plan) | $46,836 |
SC&H ATTEST SERVICES, P.C.3 years Service code 10 · EIN 52-1743645 | Accounting | $26,100 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,137 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $333,104 | $122,239+172.5% | $184,203+80.8% | $74,495+347.2% |
| Participation rate | 88.3% | 85.5%+2.9pp | 86.8%+1.5pp | 67.2%+21.1pp |
| Annual return | 13.98% | 19.95%-6.0pp | 28.81%-14.8pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $11,479 | $4,537+153.0% | $6,427+78.6% | $2,623+337.6% |
| Participant deferral / active EE | $15,634 | $7,139+119.0% | $9,131+71.2% | $4,346+259.8% |
| Admin fee / account holder | $658 | $1,260-47.7% | $13,901-95.3% | $1,942-66.1% |