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 5-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 |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $27,767 |
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,669 |
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 | $31,128 | $40,385-22.9% | $80,569-61.4% | $74,419-58.2% |
| Participation rate | 65.8% | 47.4%+18.4pp | 67.0%-1.2pp | 70.7%-5.0pp |
| Annual return | 16.59% | 164.85%-148.3pp | 935.43%-918.8pp | 34.38%-17.8pp |
| Employer contribution / active EE | $826 | $1,496-44.8% | $2,723-69.7% | $2,637-68.7% |
| Participant deferral / active EE | $2,375 | $2,674-11.2% | $4,447-46.6% | $4,528-47.6% |
| Admin fee / account holder | $101 | $720-86.0% | $5,377-98.1% | $348-70.9% |