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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,015 |
Filed as: MML INVESTORS SERVICES, INC. Service code 15 · EIN 04-2746212 | Recordkeeping | $17,065 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,261 | $65,435-14.0% | $86,677-35.1% | $66,914-15.9% |
| Participation rate | 87.3% | 75.5%+11.8pp | 76.6%+10.7pp | 69.8%+17.5pp |
| Annual return | -17.57% | -10.89%-6.7pp | 35.91%-53.5pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,453 | $2,153-32.5% | $2,836-48.8% | $2,544-42.9% |
| Participant deferral / active EE | $4,308 | $4,100+5.1% | $4,656-7.5% | $4,237+1.7% |
| Admin fee / account holder | $353 | $642-45.0% | $7,493-95.3% | $593-40.5% |