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 |
|---|---|---|
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $24,461 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,124 |
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 | $73,584 | $73,360+0.3% | $177,989-58.7% | $74,495-1.2% |
| Participation rate | 90.2% | 66.6%+23.5pp | 77.1%+13.1pp | 67.2%+23.0pp |
| Annual return | 16.60% | 17.49%-0.9pp | 294.48%-277.9pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $2,925 | $2,216+32.0% | $3,949-25.9% | $2,623+11.5% |
| Participant deferral / active EE | $8,669 | $4,513+92.1% | $6,276+38.1% | $4,346+99.5% |
| Admin fee / account holder | $178 | $1,808-90.2% | $10,363-98.3% | $1,942-90.9% |