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 LLC4 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $50,185 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,688 |
MORISON COGEN LLP9+ years Service code 15 · EIN 23-1406493 | Recordkeeping | $24,150 |
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 | $28,415 | $84,784-66.5% | $98,439-71.1% | $74,419-61.8% |
| Participation rate | 62.5% | 81.5%-19.1pp | 75.2%-12.7pp | 70.7%-8.3pp |
| Annual return | 17.38% | 20.59%-3.2pp | 21.16%-3.8pp | 34.38%-17.0pp |
| Employer contribution / active EE | $1,499 | $3,364-55.4% | $3,048-50.8% | $2,637-43.2% |
| Participant deferral / active EE | $3,221 | $5,218-38.3% | $4,738-32.0% | $4,528-28.9% |
| Admin fee / account holder | $284 | $204+38.7% | $8,948-96.8% | $348-18.5% |