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 |
|---|---|---|
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $14,225 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,514 |
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 | $50,764 | $50,199+1.1% | $70,092-27.6% | $66,914-24.1% |
| Participation rate | 94.8% | 66.3%+28.4pp | 70.5%+24.3pp | 69.8%+25.0pp |
| Annual return | -16.35% | -13.85%-2.5pp | 190.73%-207.1pp | 1.58%-17.9pp |
| Employer contribution / active EE | $858 | $1,864-54.0% | $2,559-66.5% | $2,544-66.3% |
| Participant deferral / active EE | $5,963 | $3,112+91.6% | $3,849+54.9% | $4,237+40.7% |
| Admin fee / account holder | $123 | $600-79.4% | $6,267-98.0% | $593-79.2% |