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 | $40,482 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $24,304 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,623 | $81,908-72.4% | $90,749-75.1% | $64,808-65.1% |
| Participation rate | 59.6% | 80.5%-20.8pp | 75.7%-16.0pp | 71.5%-11.8pp |
| Annual return | -16.72% | -12.53%-4.2pp | -12.16%-4.6pp | 32.82%-49.5pp |
| Employer contribution / active EE | $1,342 | $3,065-56.2% | $2,921-54.0% | $2,506-46.4% |
| Participant deferral / active EE | $2,749 | $4,840-43.2% | $4,564-39.8% | $4,310-36.2% |
| Admin fee / account holder | $225 | $157+43.1% | $8,445-97.3% | $188+19.8% |