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: MARTIN RETIREMENT SERVICES INC Service code 15 12 SOUTH SUMMIT AVE SUITE 320 · GAITHERSBURG, MD 20877 | Recordkeeping | $1,203 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $645 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,296 | $85,766-67.0% | $136,294-79.2% | $70,131-59.7% |
| Participation rate | 53.8% | 74.2%-20.3pp | 81.9%-28.1pp | 69.5%-15.7pp |
| Annual return | 19.95% | 31.45%-11.5pp | 5155.94%-5136.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $2,134 | $2,966-28.0% | $4,695-54.5% | $2,342-8.9% |
| Participant deferral / active EE | $4,429 | $5,051-12.3% | $6,247-29.1% | $3,332+32.9% |
| Admin fee / account holder | $7 | $5,420-99.9% | $9,243-99.9% | $4,645-99.8% |