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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $48,651 |
MMA SECURITIES LLC6 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $39,198 |
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 | $43,925 | $42,886+2.4% | $88,946-50.6% | $85,563-48.7% |
| Participation rate | 20.1% | 37.9%-17.9pp | 68.8%-48.8pp | 66.0%-45.9pp |
| Annual return | 16.60% | 44.56%-28.0pp | 57.82%-41.2pp | 31.51%-14.9pp |
| Employer contribution / active EE | $758 | $1,147-33.9% | $2,555-70.3% | $2,654-71.4% |
| Participant deferral / active EE | $1,628 | $2,108-22.8% | $4,581-64.5% | $4,375-62.8% |
| Admin fee / account holder | $275 | $2,263-87.9% | $8,261-96.7% | $834-67.1% |