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 |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $50,681 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,024 |
MORISON COGEN LLP7+ years Service code 15 · EIN 23-1406493 | Recordkeeping | $11,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,740 | $93,131-73.4% | $106,548-76.8% | $86,799-71.5% |
| Participation rate | 62.1% | 81.4%-19.3pp | 76.1%-14.0pp | 72.3%-10.2pp |
| Annual return | 12.91% | 19.45%-6.5pp | 26.80%-13.9pp | 97.91%-85.0pp |
| Employer contribution / active EE | $1,423 | $2,895-50.8% | $2,819-49.5% | $2,405-40.8% |
| Participant deferral / active EE | $2,865 | $4,708-39.2% | $4,398-34.9% | $4,131-30.6% |
| Admin fee / account holder | $264 | $145+81.7% | $7,407-96.4% | $170+55.5% |