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 Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $75,116 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,549 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$82 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,940 | $58,644-16.5% | $177,989-72.5% | $199,593-75.5% |
| Participation rate | 55.3% | 65.5%-10.2pp | 77.1%-21.8pp | 72.0%-16.6pp |
| Annual return | 16.77% | 19.25%-2.5pp | 294.48%-277.7pp | 34.25%-17.5pp |
| Employer contribution / active EE | $1,806 | $1,801+0.3% | $3,949-54.3% | $3,034-40.5% |
| Participant deferral / active EE | $3,687 | $4,248-13.2% | $6,276-41.3% | $5,087-27.5% |
| Admin fee / account holder | $61 | $145-58.1% | $10,363-99.4% | $269-77.3% |