See peer percentile detail. $4.99 for your first month.
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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, LLC Service code 20 PO BOX 8089 · BOSTON, MA 02266 | Trustee (individual) | $6,951 |
DELAWARE VALLEY RETIREMENT, INC.10+ years Service code 15 · EIN 20-2055473 21 W CHESTER PIKE · RIDLEY PARK, PA 19078 | Recordkeeping | $4,175 |
NATIONWIDE10+ years Service code 15 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $761 |
SUNTRUST BANKS, INC.1 year Filed as: SCOTT LUSTGARTEN Service code 15 123 E. LANCASTER AVE · ARDMORE, PA 190032303 | Recordkeeping | $322 |
Service code 20 · EIN 26-2409128 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Trustee (individual); Trustee (bank, ... | $53 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,712 | $54,193+50.8% | $93,654-12.8% | $77,671+5.2% |
| Participation rate | 37.3% | 63.9%-26.6pp | 68.7%-31.4pp | 70.6%-33.2pp |
| Annual return | 16.77% | 30.54%-13.8pp | 133.34%-116.6pp | 31.21%-14.4pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,421-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,303 | $3,144-26.7% | $4,413-47.8% | $4,648-50.4% |
| Admin fee / account holder | $209 | $576-63.7% | $8,282-97.5% | $430-51.4% |