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 |
|---|---|---|
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $29,420 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,768 |
ADP BROKER-DEALER8+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,731 | $72,607+9.8% | $90,749-12.1% | $66,914+19.2% |
| Participation rate | 92.0% | 73.7%+18.3pp | 75.7%+16.3pp | 69.8%+22.2pp |
| Annual return | -17.64% | -12.28%-5.4pp | -12.16%-5.5pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,538 | $2,369-35.1% | $2,921-47.3% | $2,544-39.5% |
| Participant deferral / active EE | $5,089 | $3,977+28.0% | $4,564+11.5% | $4,237+20.1% |
| Admin fee / account holder | $582 | $707-17.7% | $8,445-93.1% | $593-1.9% |