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 | $20,004 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,810 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,567 | $102,382+62.7% | $147,005+13.3% | $80,874+106.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.13% | 134.89%-118.8pp | 418.76%-402.6pp | 35.62%-19.5pp |
| Employer contribution / active EE | $9,415 | $3,715+153.4% | $4,934+90.8% | $2,756+241.6% |
| Participant deferral / active EE | $20,840 | $6,646+213.6% | $8,070+158.3% | $4,297+385.0% |
| Admin fee / account holder | $186 | $7,942-97.7% | $13,006-98.6% | $6,935-97.3% |