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 LLC1 year Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $25,550 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,309 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,125 | $61,156-32.8% | $185,823-77.9% | $79,386-48.2% |
| Participation rate | 34.8% | 66.6%-31.8pp | 81.7%-46.9pp | 70.7%-35.9pp |
| Annual return | 14.85% | 19.45%-4.6pp | 122.05%-107.2pp | 116.85%-102.0pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,270 | $2,789+17.3% | $5,568-41.3% | $4,046-19.2% |
| Admin fee / account holder | $504 | $710-29.0% | $16,237-96.9% | $626-19.6% |