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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.
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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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $87,681 |
MMA SECURITIES LLC1 year Service code 16 · EIN 27-3570392 | Consulting | $14,318 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,145 | $108,719-31.8% | $101,326-26.8% | $85,563-13.3% |
| Participation rate | 83.8% | 80.9%+3.0pp | 81.5%+2.3pp | 66.0%+17.9pp |
| Annual return | 13.94% | 20.95%-7.0pp | 36.82%-22.9pp | 31.51%-17.6pp |
| Employer contribution / active EE | $950 | $3,114-69.5% | $3,665-74.1% | $2,654-64.2% |
| Participant deferral / active EE | $3,245 | $8,545-62.0% | $7,994-59.4% | $4,375-25.8% |
| Admin fee / account holder | $362 | $685-47.2% | $11,185-96.8% | $834-56.6% |