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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.
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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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $81,346 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $24,017 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,915 | $88,890-52.8% | $102,423-59.1% | $77,643-46.0% |
| Participation rate | 94.0% | 80.9%+13.1pp | 76.5%+17.5pp | 70.6%+23.4pp |
| Annual return | 11.44% | 24.98%-13.5pp | 29.32%-17.9pp | 31.24%-19.8pp |
| Employer contribution / active EE | $870 | $2,698-67.8% | $3,023-71.2% | $2,726-68.1% |
| Participant deferral / active EE | $6,844 | $5,145+33.0% | $5,053+35.4% | $4,647+47.3% |
| Admin fee / account holder | $344 | $235+46.3% | $9,451-96.4% | $430-20.0% |