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 LLC4 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $17,044 |
ADP BROKER-DEALER1 year Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,314 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,338 | $86,655-54.6% | $119,609-67.1% | $66,914-41.2% |
| Participation rate | 92.1% | 75.6%+16.5pp | 79.3%+12.8pp | 69.8%+22.2pp |
| Annual return | -18.04% | -8.00%-10.0pp | -14.97%-3.1pp | 1.58%-19.6pp |
| Employer contribution / active EE | $1,235 | $2,536-51.3% | $4,232-70.8% | $2,544-51.5% |
| Participant deferral / active EE | $3,699 | $4,358-15.1% | $5,602-34.0% | $4,237-12.7% |
| Admin fee / account holder | $115 | $755-84.7% | $10,323-98.9% | $593-80.6% |