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 | $34,446 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $21,264 |
EIDE BAILLY LLP3 years Service code 15 · EIN 45-0250958 | Recordkeeping | $7,722 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $22,516 | $76,050-70.4% | $96,544-76.7% | $71,457-68.5% |
| Participation rate | 93.5% | 74.4%+19.1pp | 76.0%+17.5pp | 67.9%+25.6pp |
| Annual return | 16.27% | 22.81%-6.5pp | 25.84%-9.6pp | 28.85%-12.6pp |
| Employer contribution / active EE | $865 | $2,244-61.5% | $2,965-70.8% | $2,588-66.6% |
| Participant deferral / active EE | $3,205 | $4,215-24.0% | $4,851-33.9% | $4,289-25.3% |
| Admin fee / account holder | $236 | $2,707-91.3% | $8,252-97.1% | $1,587-85.1% |