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 | $9,300 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,039 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,581 | $61,156-48.4% | $185,823-83.0% | $79,386-60.2% |
| Participation rate | 46.4% | 66.6%-20.2pp | 81.7%-35.3pp | 70.7%-24.3pp |
| Annual return | 19.03% | 19.45%-0.4pp | 122.05%-103.0pp | 116.85%-97.8pp |
| Employer contribution / active EE | $1,452 | $2,321-37.4% | $5,167-71.9% | $2,427-40.2% |
| Participant deferral / active EE | $2,678 | $2,789-4.0% | $5,568-51.9% | $4,046-33.8% |
| Admin fee / account holder | $148 | $710-79.2% | $16,237-99.1% | $626-76.4% |