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 | $38,767 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $11,280 |
EIDE BAILLY LLP2 years Service code 15 · EIN 45-0250958 | Recordkeeping | $9,760 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,566 | $65,435-71.6% | $86,677-78.6% | $66,914-72.3% |
| Participation rate | 92.2% | 75.5%+16.7pp | 76.6%+15.6pp | 69.8%+22.4pp |
| Annual return | -16.49% | -10.89%-5.6pp | 35.91%-52.4pp | 1.58%-18.1pp |
| Employer contribution / active EE | $578 | $2,153-73.2% | $2,836-79.6% | $2,544-77.3% |
| Participant deferral / active EE | $2,707 | $4,100-34.0% | $4,656-41.9% | $4,237-36.1% |
| Admin fee / account holder | $222 | $642-65.3% | $7,493-97.0% | $593-62.5% |