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: MML INVESTORS SERVICES, INC. Service code 15 · EIN 04-2746212 | Recordkeeping | $153,314 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $114,385 |
Filed as: JOHNSON O'CONNOR FERON & CARUCCI LL Service code 15 · EIN 20-3985546 | Recordkeeping | $18,295 |
Service code 15 · EIN 04-2530412 | Recordkeeping | $14,948 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant 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 | $39,239 | $106,110-63.0% | $147,005-73.3% | $77,671-49.5% |
| Participation rate | 93.8% | 78.4%+15.4pp | 82.2%+11.7pp | 70.6%+23.2pp |
| Annual return | 20.94% | 56.77%-35.8pp | 418.76%-397.8pp | 31.21%-10.3pp |
| Employer contribution / active EE | $1 | $4,065-100.0% | $4,934-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $9,726 | $7,992+21.7% | $8,070+20.5% | $4,648+109.3% |
| Admin fee / account holder | $277 | $338-18.1% | $13,006-97.9% | $430-35.8% |