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 9-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 | $40,474 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,443 |
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 | $72,134 | $100,801-28.4% | $149,696-51.8% | $73,409-1.7% |
| Participation rate | 93.0% | 77.7%+15.3pp | 82.5%+10.5pp | 72.2%+20.8pp |
| Annual return | 33.86% | 265.34%-231.5pp | 276.60%-242.7pp | 59.29%-25.4pp |
| Employer contribution / active EE | $2,609 | $3,312-21.2% | $4,644-43.8% | $2,234+16.8% |
| Participant deferral / active EE | $16,164 | $6,404+152.4% | $6,842+136.2% | $3,805+324.7% |
| Admin fee / account holder | $128 | $181-29.2% | $9,309-98.6% | $158-18.9% |