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 | $435 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MML INVESTORS Service code 49 103 COLLEGE ROAD EAST · PRINCETON, NJ 08540 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,229 | $63,442-47.6% | $68,791-51.7% | $66,914-50.3% |
| Participation rate | 27.0% | 60.0%-33.0pp | 69.0%-42.0pp | 69.8%-42.8pp |
| Annual return | -17.41% | -8.29%-9.1pp | -6.38%-11.0pp | 1.58%-19.0pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,655-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,434 | $2,945-51.3% | $3,941-63.6% | $4,237-66.2% |
| Admin fee / account holder | $9 | $577-98.4% | $4,932-99.8% | $593-98.5% |