See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES CORP Service code 15 · EIN 06-1685865 | Recordkeeping | $15,000 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,125 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,963 | $56,640-27.7% | $80,975-49.4% | $57,658-29.0% |
| Participation rate | 99.1% | 75.9%+23.2pp | 75.8%+23.3pp | 70.2%+28.8pp |
| Annual return | 9.76% | 19.97%-10.2pp | 17.10%-7.3pp | 5.13%+4.6pp |
| Employer contribution / active EE | $3,939 | $2,085+88.9% | $3,714+6.0% | $1,974+99.6% |
| Participant deferral / active EE | $6,570 | $4,944+32.9% | $5,696+15.3% | $3,061+114.7% |
| Admin fee / account holder | $38 | $87-56.0% | $5,516-99.3% | $95-59.5% |