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 7-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 | $23,939 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,626 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,792 | $65,435-36.1% | $86,677-51.8% | $66,914-37.5% |
| Participation rate | 78.5% | 75.5%+3.1pp | 76.6%+1.9pp | 69.8%+8.7pp |
| Annual return | -13.13% | -10.89%-2.2pp | 35.91%-49.0pp | 1.58%-14.7pp |
| Employer contribution / active EE | $3,378 | $2,153+56.9% | $2,836+19.1% | $2,544+32.8% |
| Participant deferral / active EE | $8,240 | $4,100+101.0% | $4,656+77.0% | $4,237+94.5% |
| Admin fee / account holder | $254 | $642-60.3% | $7,493-96.6% | $593-57.1% |