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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,809 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $15,881 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,343 | $78,485-66.4% | $106,213-75.2% | $74,495-64.6% |
| Participation rate | 98.3% | 72.8%+25.5pp | 75.3%+23.0pp | 67.2%+31.1pp |
| Annual return | 13.72% | 15.95%-2.2pp | 116.14%-102.4pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $2,369 | $2,523-6.1% | $3,171-25.3% | $2,623-9.7% |
| Participant deferral / active EE | $3,254 | $4,322-24.7% | $5,016-35.1% | $4,346-25.1% |
| Admin fee / account holder | $158 | $2,232-92.9% | $11,033-98.6% | $1,942-91.9% |