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 9-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 | $55,514 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $26,095 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,698 | $65,118-16.0% | $76,768-28.7% | $55,725-1.8% |
| Participation rate | 65.1% | 79.6%-14.5pp | 77.0%-11.9pp | 70.9%-5.8pp |
| Annual return | -4.93% | -1.27%-3.7pp | 2.43%-7.4pp | 244.93%-249.9pp |
| Employer contribution / active EE | $1,132 | $1,941-41.7% | $2,485-54.4% | $2,078-45.5% |
| Participant deferral / active EE | $2,161 | $3,688-41.4% | $3,852-43.9% | $3,356-35.6% |
| Admin fee / account holder | $165 | $116+42.6% | $6,675-97.5% | $115+43.5% |