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 LLC2 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $51,642 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $37,571 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $27,532 | $48,072-42.7% | $182,532-84.9% | $77,787-64.6% |
| Participation rate | 71.8% | 64.3%+7.6pp | 78.0%-6.1pp | 73.2%-1.4pp |
| Annual return | 24.27% | 31.26%-7.0pp | 148.54%-124.3pp | 32.57%-8.3pp |
| Employer contribution / active EE | $2,127 | $1,453+46.4% | $4,076-47.8% | $2,504-15.1% |
| Participant deferral / active EE | $3,901 | $3,209+21.6% | $5,524-29.4% | $3,967-1.7% |
| Admin fee / account holder | $88 | $131-33.4% | $8,592-99.0% | $100-12.5% |