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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,905 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $18,436 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,823 | $73,638-59.5% | $95,952-68.9% | $73,488-59.4% |
| Participation rate | 83.4% | 76.2%+7.3pp | 77.1%+6.3pp | 70.7%+12.7pp |
| Annual return | 16.27% | 16.78%-0.5pp | 91.61%-75.3pp | 28.51%-12.2pp |
| Employer contribution / active EE | $535 | $1,863-71.3% | $2,541-78.9% | $2,270-76.4% |
| Participant deferral / active EE | $2,128 | $3,617-41.2% | $4,167-48.9% | $3,740-43.1% |
| Admin fee / account holder | $203 | $482-57.8% | $6,795-97.0% | $513-60.3% |