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 |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,419 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $18,317 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $16,906 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $36,895 | $45,031-18.1% | $84,966-56.6% | $77,643-52.5% |
| Participation rate | 53.3% | 48.7%+4.6pp | 67.5%-14.2pp | 70.6%-17.3pp |
| Annual return | 15.30% | 79.22%-63.9pp | 66.38%-51.1pp | 31.24%-15.9pp |
| Employer contribution / active EE | $719 | $1,609-55.3% | $2,727-73.6% | $2,726-73.6% |
| Participant deferral / active EE | $2,183 | $2,807-22.2% | $4,519-51.7% | $4,647-53.0% |
| Admin fee / account holder | $143 | $912-84.4% | $6,149-97.7% | $430-66.9% |