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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,144 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $11,081 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,403 | $72,607-71.9% | $90,749-77.5% | $66,914-69.5% |
| Participation rate | 86.0% | 73.7%+12.3pp | 75.7%+10.3pp | 69.8%+16.2pp |
| Annual return | -15.45% | -12.28%-3.2pp | -12.16%-3.3pp | 1.58%-17.0pp |
| Employer contribution / active EE | $1,341 | $2,369-43.4% | $2,921-54.1% | $2,544-47.3% |
| Participant deferral / active EE | $2,102 | $3,977-47.2% | $4,564-54.0% | $4,237-50.4% |
| Admin fee / account holder | $121 | $707-82.8% | $8,445-98.6% | $593-79.5% |