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 9-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 LLC5 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $45,348 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,755 |
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 | $78,411 | $81,908-4.3% | $90,749-13.6% | $64,808+21.0% |
| Participation rate | 91.3% | 80.5%+10.9pp | 75.7%+15.6pp | 71.5%+19.9pp |
| Annual return | -12.39% | -12.53%+0.1pp | -12.16%-0.2pp | 32.82%-45.2pp |
| Employer contribution / active EE | $5,558 | $3,065+81.3% | $2,921+90.3% | $2,506+121.8% |
| Participant deferral / active EE | $17,363 | $4,840+258.7% | $4,564+280.4% | $4,310+302.8% |
| Admin fee / account holder | $148 | $157-5.5% | $8,445-98.2% | $188-21.0% |