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 | $17,350 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,860 |
ADP BROKER-DEALER5 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,343 | $76,050-33.8% | $96,544-47.9% | $71,457-29.5% |
| Participation rate | 88.7% | 74.4%+14.3pp | 76.0%+12.7pp | 67.9%+20.8pp |
| Annual return | 13.94% | 22.81%-8.9pp | 25.84%-11.9pp | 28.85%-14.9pp |
| Employer contribution / active EE | $1,639 | $2,244-27.0% | $2,965-44.7% | $2,588-36.7% |
| Participant deferral / active EE | $4,329 | $4,215+2.7% | $4,851-10.7% | $4,289+0.9% |
| Admin fee / account holder | $308 | $2,707-88.6% | $8,252-96.3% | $1,587-80.6% |