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 | $19,995 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,991 |
ADP BROKER-DEALER3 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 | $153,092 | $100,923+51.7% | $150,045+2.0% | $74,304+106.0% |
| Participation rate | 72.1% | 70.1%+2.1pp | 82.3%-10.2pp | 60.3%+11.8pp |
| Annual return | 15.34% | 51.77%-36.4pp | 62.55%-47.2pp | 29.43%-14.1pp |
| Employer contribution / active EE | $4,385 | $3,463+26.6% | $4,693-6.6% | $2,241+95.7% |
| Participant deferral / active EE | $8,985 | $6,709+33.9% | $7,997+12.4% | $3,767+138.5% |
| Admin fee / account holder | $146 | $2,767-94.7% | $13,435-98.9% | $2,969-95.1% |