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 LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $89,791 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,802 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,320 |
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 | $58,588 | $83,158-29.5% | $167,512-65.0% | $102,872-43.0% |
| Participation rate | 56.8% | 70.1%-13.3pp | 77.1%-20.3pp | 73.0%-16.2pp |
| Annual return | 19.81% | 21.37%-1.6pp | 1615.79%-1596.0pp | 19.06%+0.8pp |
| Employer contribution / active EE | $1,994 | $2,233-10.7% | $3,882-48.6% | $3,526-43.5% |
| Participant deferral / active EE | $4,101 | $5,132-20.1% | $6,405-36.0% | $5,535-25.9% |
| Admin fee / account holder | $76 | $109-30.3% | $9,769-99.2% | $292-74.0% |