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 9-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 | $23,690 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,692 |
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 | $62,265 | $100,923-38.3% | $150,045-58.5% | $74,304-16.2% |
| Participation rate | 94.4% | 70.1%+24.3pp | 82.3%+12.1pp | 60.3%+34.1pp |
| Annual return | 26.06% | 51.77%-25.7pp | 62.55%-36.5pp | 29.43%-3.4pp |
| Employer contribution / active EE | $2,561 | $3,463-26.1% | $4,693-45.4% | $2,241+14.2% |
| Participant deferral / active EE | $9,994 | $6,709+48.9% | $7,997+25.0% | $3,767+165.3% |
| Admin fee / account holder | $140 | $2,767-94.9% | $13,435-99.0% | $2,969-95.3% |