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 10-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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,915 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $6,217 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $6,030 |
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 | $70,776 | $54,590+29.6% | $81,930-13.6% | $73,488-3.7% |
| Participation rate | 96.4% | 68.3%+28.1pp | 72.0%+24.4pp | 70.7%+25.7pp |
| Annual return | 14.22% | 17.74%-3.5pp | 29.49%-15.3pp | 28.51%-14.3pp |
| Employer contribution / active EE | $761 | $1,636-53.5% | $4,310-82.4% | $2,270-66.5% |
| Participant deferral / active EE | $5,539 | $2,759+100.8% | $7,107-22.1% | $3,740+48.1% |
| Admin fee / account holder | $227 | $592-61.6% | $5,158-95.6% | $513-55.7% |