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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $46,817 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $10,855 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,679 | $106,028-70.1% | $146,958-78.4% | $77,643-59.2% |
| Participation rate | 79.0% | 78.4%+0.7pp | 82.2%-3.1pp | 70.6%+8.5pp |
| Annual return | 16.37% | 56.73%-40.4pp | 418.34%-402.0pp | 31.24%-14.9pp |
| Employer contribution / active EE | $1,287 | $4,063-68.3% | $4,933-73.9% | $2,726-52.8% |
| Participant deferral / active EE | $8,047 | $7,990+0.7% | $8,070-0.3% | $4,647+73.2% |
| Admin fee / account holder | $131 | $337-61.2% | $12,998-99.0% | $430-69.5% |