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 | $18,745 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,549 |
ADP BROKER-DEALER3 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 | $54,206 | $84,936-36.2% | $111,297-51.3% | $79,386-31.7% |
| Participation rate | 84.2% | 75.9%+8.3pp | 77.3%+6.8pp | 70.7%+13.5pp |
| Annual return | 14.41% | 17.45%-3.0pp | 54.65%-40.2pp | 116.85%-102.4pp |
| Employer contribution / active EE | $1,418 | $1,979-28.4% | $2,731-48.1% | $2,427-41.6% |
| Participant deferral / active EE | $3,870 | $3,888-0.5% | $4,487-13.8% | $4,046-4.3% |
| Admin fee / account holder | $286 | $537-46.8% | $7,964-96.4% | $626-54.4% |