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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $19,324 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $18,253 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,073 | $62,586-2.4% | $76,768-20.4% | $64,186-4.8% |
| Participation rate | 92.1% | 72.8%+19.3pp | 77.0%+15.1pp | 69.6%+22.5pp |
| Annual return | -5.75% | -1.95%-3.8pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,013 | $1,832+9.9% | $2,485-19.0% | $2,381-15.4% |
| Participant deferral / active EE | $6,300 | $3,145+100.3% | $3,852+63.6% | $3,470+81.6% |
| Admin fee / account holder | $355 | $4,667-92.4% | $6,675-94.7% | $4,888-92.7% |