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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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $262,278 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $71,456 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,005 | $53,136-81.2% | $155,509-93.6% | $199,593-95.0% |
| Participation rate | 68.9% | 64.1%+4.8pp | 78.2%-9.3pp | 72.0%-3.1pp |
| Annual return | 11.58% | 41.15%-29.6pp | 64.67%-53.1pp | 34.25%-22.7pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $2,351 | $3,161-25.6% | $5,626-58.2% | $5,087-53.8% |
| Admin fee / account holder | $89 | $185-52.0% | $15,912-99.4% | $269-66.9% |