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 LLC4 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $27,510 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,388 |
ADP BROKER-DEALER9+ 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $88,477 | $71,516+23.7% | $98,439-10.1% | $71,457+23.8% |
| Participation rate | 92.7% | 72.7%+20.0pp | 75.2%+17.5pp | 67.9%+24.8pp |
| Annual return | 19.84% | 32.41%-12.6pp | 21.16%-1.3pp | 28.85%-9.0pp |
| Employer contribution / active EE | $1,626 | $2,399-32.2% | $3,048-46.6% | $2,588-37.2% |
| Participant deferral / active EE | $5,436 | $4,109+32.3% | $4,738+14.7% | $4,289+26.8% |
| Admin fee / account holder | $374 | $1,675-77.7% | $8,948-95.8% | $1,587-76.4% |