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 |
|---|---|---|
Filed as: MML INVESTORS SERVICES, INC. Service code 15 · EIN 04-2746212 | Recordkeeping | $28,006 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,402 |
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 | $51,200 | $102,317-50.0% | $146,958-65.2% | $80,856-36.7% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 20.54% | 134.76%-114.2pp | 418.34%-397.8pp | 35.59%-15.1pp |
| Employer contribution / active EE | $2,195 | $3,713-40.9% | $4,933-55.5% | $2,755-20.3% |
| Participant deferral / active EE | $10,777 | $6,644+62.2% | $8,070+33.5% | $4,296+150.9% |
| Admin fee / account holder | $274 | $7,941-96.5% | $12,998-97.9% | $6,918-96.0% |