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 | $17,029 |
RAPHAEL AND RAPHAEL, LLP8+ years Service code 15 · EIN 04-2206126 | Recordkeeping | $9,800 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,843 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
TD AMERITRADE, INC.8+ years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,568 | $26,549+0.1% | $61,373-56.7% | $66,914-60.3% |
| Participation rate | 86.5% | 38.1%+48.4pp | 52.6%+33.9pp | 69.8%+16.7pp |
| Annual return | -16.51% | -16.21%-0.3pp | 338.61%-355.1pp | 1.58%-18.1pp |
| Employer contribution / active EE | $872 | $651+33.9% | $1,159-24.8% | $2,544-65.7% |
| Participant deferral / active EE | $2,907 | $1,338+117.2% | $2,125+36.8% | $4,237-31.4% |
| Admin fee / account holder | $117 | $409-71.3% | $2,130-94.5% | $593-80.3% |