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 8-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 | $13,546 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $68,076 | $44,960+51.4% | $84,966-19.9% | $74,495-8.6% |
| Participation rate | 67.1% | 49.4%+17.8pp | 67.5%-0.4pp | 67.2%-0.1pp |
| Annual return | 0.00% | 26.24%-26.2pp | 66.38%-66.4pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $1,062 | $1,457-27.1% | $2,727-61.1% | $2,623-59.5% |
| Participant deferral / active EE | $4,814 | $2,731+76.3% | $4,519+6.5% | $4,346+10.8% |
| Admin fee / account holder | $137 | $2,209-93.8% | $6,149-97.8% | $1,942-92.9% |