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 8-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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $73,322 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $57,204 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,999 | $106,028-47.2% | $146,958-61.9% | $77,643-27.9% |
| Participation rate | 92.5% | 78.4%+14.1pp | 82.2%+10.3pp | 70.6%+21.9pp |
| Annual return | 21.84% | 56.73%-34.9pp | 418.34%-396.5pp | 31.24%-9.4pp |
| Employer contribution / active EE | $1,010 | $4,063-75.1% | $4,933-79.5% | $2,726-62.9% |
| Participant deferral / active EE | $7,928 | $7,990-0.8% | $8,070-1.8% | $4,647+70.6% |
| Admin fee / account holder | $274 | $337-18.9% | $12,998-97.9% | $430-36.4% |