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 |
|---|---|---|
MMA SECURITIES LLC6 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $31,386 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,685 |
ADP BROKER-DEALER11+ 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,858 | $84,556+13.4% | $116,228-17.5% | $74,304+29.0% |
| Participation rate | 92.2% | 66.0%+26.2pp | 74.6%+17.6pp | 60.3%+31.8pp |
| Annual return | 14.29% | 18.35%-4.1pp | 90.06%-75.8pp | 29.43%-15.1pp |
| Employer contribution / active EE | $2,965 | $2,168+36.8% | $2,994-1.0% | $2,241+32.3% |
| Participant deferral / active EE | $5,851 | $3,814+53.4% | $4,953+18.1% | $3,767+55.3% |
| Admin fee / account holder | $397 | $3,792-89.5% | $11,989-96.7% | $2,969-86.6% |