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: MMC SECURITIES CORP Service code 15 · EIN 06-1685865 | Recordkeeping | $21,479 |
Service code 15 · EIN 75-2409112 | Recordkeeping | $12,285 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,248 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $56,707 | $65,592-13.5% | $90,160-37.1% | $69,631-18.6% |
| Participation rate | 98.5% | 77.6%+20.9pp | 76.9%+21.7pp | 70.7%+27.9pp |
| Annual return | 20.51% | 57.10%-36.6pp | 34.88%-14.4pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $4,225 | $2,193+92.7% | $3,318+27.3% | $2,032+107.9% |
| Participant deferral / active EE | $7,361 | $5,257+40.0% | $5,288+39.2% | $3,224+128.3% |
| Admin fee / account holder | $69 | $86-19.5% | $5,943-98.8% | $110-37.6% |