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 |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $39,972 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,756 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $61,957 | $88,730-30.2% | $82,313-24.7% | $77,958-20.5% |
| Participation rate | 67.6% | 84.5%-17.0pp | 76.9%-9.3pp | 71.6%-4.1pp |
| Annual return | 15.78% | 20.88%-5.1pp | 25.88%-10.1pp | 20.87%-5.1pp |
| Employer contribution / active EE | $1,753 | $2,758-36.4% | $2,428-27.8% | $2,310-24.1% |
| Participant deferral / active EE | $3,350 | $4,634-27.7% | $3,706-9.6% | $3,537-5.3% |
| Admin fee / account holder | $63 | $74-15.5% | $5,608-98.9% | $97-35.8% |