See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,186 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $21,948 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,590 | $70,908+12.2% | $98,907-19.5% | $73,488+8.3% |
| Participation rate | 93.4% | 73.8%+19.7pp | 76.0%+17.4pp | 70.7%+22.8pp |
| Annual return | 16.13% | 34.17%-18.0pp | 196.43%-180.3pp | 28.51%-12.4pp |
| Employer contribution / active EE | $1,260 | $2,036-38.1% | $2,689-53.1% | $2,270-44.5% |
| Participant deferral / active EE | $4,408 | $3,500+25.9% | $4,244+3.9% | $3,740+17.9% |
| Admin fee / account holder | $501 | $535-6.4% | $6,642-92.5% | $513-2.4% |