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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $91,024 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $44,505 |
CENTAURUS FINANCIAL INC2 years Service code 15 · EIN 33-0530236 | Recordkeeping | $14,353 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,947 | $42,504-20.1% | $159,960-78.8% | $77,904-56.4% |
| Participation rate | 87.8% | 66.9%+20.9pp | 78.0%+9.8pp | 73.7%+14.1pp |
| Annual return | 144.41% | -12.43%+156.8pp | 408.60%-264.2pp | 12.21%+132.2pp |
| Employer contribution / active EE | $1,245 | $1,684-26.0% | $4,226-70.5% | $2,848-56.3% |
| Participant deferral / active EE | $3,277 | $3,919-16.4% | $6,182-47.0% | $4,806-31.8% |
| Admin fee / account holder | $104 | $98+6.8% | $8,698-98.8% | $133-21.4% |