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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,986 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $17,924 |
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 | $72,541 | $72,492+0.1% | $87,100-16.7% | $72,985-0.6% |
| Participation rate | 92.7% | 72.8%+19.9pp | 76.9%+15.8pp | 69.5%+23.2pp |
| Annual return | 26.95% | 24.46%+2.5pp | 28.19%-1.2pp | 81.00%-54.0pp |
| Employer contribution / active EE | $2,034 | $1,894+7.4% | $2,521-19.3% | $2,440-16.6% |
| Participant deferral / active EE | $6,356 | $3,270+94.4% | $4,049+57.0% | $3,607+76.2% |
| Admin fee / account holder | $324 | $5,055-93.6% | $7,497-95.7% | $5,124-93.7% |