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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $57,999 |
MMA SECURITIES LLC2 years Service code 99 · EIN 22-3570392 | Other Fees | $32,399 |
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 | $76,220 | $86,929-12.3% | $102,423-25.6% | $80,856-5.7% |
| Participation rate | 97.4% | 72.4%+25.0pp | 76.5%+20.9pp | 67.6%+29.7pp |
| Annual return | 14.16% | 18.88%-4.7pp | 29.32%-15.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $5,951 | $2,369+151.2% | $3,023+96.8% | $2,755+116.0% |
| Participant deferral / active EE | $12,056 | $4,118+192.7% | $5,053+138.6% | $4,296+180.7% |
| Admin fee / account holder | $406 | $8,049-95.0% | $9,451-95.7% | $6,918-94.1% |