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 | $32,797 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $26,333 |
EIDE BAILLY LLP4 years Service code 15 · EIN 45-0250958 | Recordkeeping | $11,602 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $30,750 | $79,171-61.2% | $102,423-70.0% | $74,495-58.7% |
| Participation rate | 96.4% | 74.8%+21.6pp | 76.5%+19.9pp | 67.2%+29.2pp |
| Annual return | 12.44% | 54.93%-42.5pp | 29.32%-16.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,105 | $2,362-53.2% | $3,023-63.5% | $2,623-57.9% |
| Participant deferral / active EE | $4,160 | $4,415-5.8% | $5,053-17.7% | $4,346-4.3% |
| Admin fee / account holder | $312 | $2,001-84.4% | $9,451-96.7% | $1,942-84.0% |