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 5-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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $562,387 |
MMA SECURITIES LLC1 year Filed as: NIA SECURITIES LLC Service code 99 · EIN 22-3570392 | Other Fees | $128,440 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $41,185 |
BDO USA, LLP1 year Filed as: BDO Service code 99 600 ANTON BOULEVARD, SUITE 500 · COSTA MESA, CA 92626 | Other Fees | $24,903 |
MARCUM LLP2+ years Service code 99 · EIN 26-4469929 | Other Fees | $19,056 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,540 | $69,238-1.0% | $185,823-63.1% | $101,517-32.5% |
| Participation rate | 39.9% | 73.5%-33.6pp | 81.7%-41.8pp | 74.6%-34.7pp |
| Annual return | 12.36% | 21.26%-8.9pp | 122.05%-109.7pp | 21.00%-8.6pp |
| Employer contribution / active EE | $942 | $2,104-55.2% | $5,167-81.8% | $2,973-68.3% |
| Participant deferral / active EE | $2,624 | $3,764-30.3% | $5,568-52.9% | $4,873-46.2% |
| Admin fee / account holder | $162 | $66+144.9% | $16,237-99.0% | $139+16.5% |