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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,012 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $11,231 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,251 | $71,516-67.5% | $98,439-76.4% | $71,457-67.5% |
| Participation rate | 92.5% | 72.7%+19.8pp | 75.2%+17.3pp | 67.9%+24.5pp |
| Annual return | 25.02% | 32.41%-7.4pp | 21.16%+3.9pp | 28.85%-3.8pp |
| Employer contribution / active EE | $2,117 | $2,399-11.8% | $3,048-30.5% | $2,588-18.2% |
| Participant deferral / active EE | $2,505 | $4,109-39.0% | $4,738-47.1% | $4,289-41.6% |
| Admin fee / account holder | $108 | $1,675-93.6% | $8,948-98.8% | $1,587-93.2% |