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 LLC1 year Service code 26 | Advisory (Participants) | $18,835 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,088 |
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 | $83,760 | $102,317-18.1% | $146,958-43.0% | $80,856+3.6% |
| Participation rate | 95.6% | 75.8%+19.7pp | 82.2%+13.4pp | 67.6%+27.9pp |
| Annual return | 19.74% | 134.76%-115.0pp | 418.34%-398.6pp | 35.59%-15.9pp |
| Employer contribution / active EE | $5,604 | $3,713+50.9% | $4,933+13.6% | $2,755+103.4% |
| Participant deferral / active EE | $9,754 | $6,644+46.8% | $8,070+20.9% | $4,296+127.1% |
| Admin fee / account holder | $573 | $7,941-92.8% | $12,998-95.6% | $6,918-91.7% |