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 | $24,548 |
MMA SECURITIES LLC6 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $20,509 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,603 | $80,968-11.6% | $96,544-25.8% | $75,163-4.7% |
| Participation rate | 87.6% | 71.8%+15.9pp | 76.0%+11.7pp | 67.2%+20.4pp |
| Annual return | 18.63% | 27.06%-8.4pp | 25.84%-7.2pp | 160.62%-142.0pp |
| Employer contribution / active EE | $2,461 | $2,282+7.8% | $2,965-17.0% | $2,670-7.8% |
| Participant deferral / active EE | $7,162 | $3,928+82.3% | $4,851+47.6% | $4,125+73.6% |
| Admin fee / account holder | $336 | $6,724-95.0% | $8,252-95.9% | $5,651-94.0% |