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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $181,562 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $38,543 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,431 | $53,136-93.5% | $155,509-97.8% | $199,593-98.3% |
| Participation rate | 90.4% | 64.1%+26.3pp | 78.2%+12.2pp | 72.0%+18.4pp |
| Annual return | 14.70% | 41.15%-26.4pp | 64.67%-50.0pp | 34.25%-19.5pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $1,066 | $3,161-66.3% | $5,626-81.1% | $5,087-79.0% |
| Admin fee / account holder | $53 | $185-71.4% | $15,912-99.7% | $269-80.3% |