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 | $21,400 |
Service code 15 · EIN 83-0414789 | Recordkeeping | $18,900 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $16,522 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,126 | $44,960+24.8% | $84,966-33.9% | $74,495-24.7% |
| Participation rate | 43.1% | 49.4%-6.2pp | 67.5%-24.4pp | 67.2%-24.1pp |
| Annual return | 9.90% | 26.24%-16.3pp | 66.38%-56.5pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $134 | $1,457-90.8% | $2,727-95.1% | $2,623-94.9% |
| Participant deferral / active EE | $3,506 | $2,731+28.4% | $4,519-22.4% | $4,346-19.3% |
| Admin fee / account holder | $477 | $2,209-78.4% | $6,149-92.2% | $1,942-75.4% |