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 LLC5 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $65,310 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,858 |
MORISON COGEN LLP10+ years Service code 15 · EIN 23-1406493 | Recordkeeping | $13,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $36,912 | $92,055-59.9% | $106,213-65.2% | $77,643-52.5% |
| Participation rate | 62.8% | 81.0%-18.2pp | 75.3%-12.5pp | 70.6%-7.8pp |
| Annual return | 15.36% | 17.91%-2.5pp | 116.14%-100.8pp | 31.24%-15.9pp |
| Employer contribution / active EE | $1,695 | $3,367-49.7% | $3,171-46.6% | $2,726-37.8% |
| Participant deferral / active EE | $3,699 | $5,386-31.3% | $5,016-26.3% | $4,647-20.4% |
| Admin fee / account holder | $402 | $219+83.3% | $11,033-96.4% | $430-6.7% |