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 LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $51,055 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $44,907 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,959 |
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 | $67,119 | $96,486-30.4% | $153,485-56.3% | $77,643-13.6% |
| Participation rate | 94.1% | 81.6%+12.5pp | 77.1%+17.0pp | 70.6%+23.5pp |
| Annual return | 15.77% | 14.44%+1.3pp | 15.65%+0.1pp | 31.24%-15.5pp |
| Employer contribution / active EE | $5,784 | $5,224+10.7% | $5,039+14.8% | $2,726+112.2% |
| Participant deferral / active EE | $8,141 | $6,609+23.2% | $6,757+20.5% | $4,647+75.2% |
| Admin fee / account holder | $308 | $182+68.7% | $12,724-97.6% | $430-28.5% |