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 5-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-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $150,378 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $11,250 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,531 | $50,127-95.0% | $149,673-98.3% | $80,160-96.8% |
| Participation rate | 78.3% | 64.3%+14.0pp | 78.8%-0.5pp | 72.9%+5.3pp |
| Annual return | 20.93% | 29.82%-8.9pp | 134.42%-113.5pp | 40.38%-19.4pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $1,332 | $3,194-58.3% | $5,680-76.5% | $5,017-73.5% |
| Admin fee / account holder | $109 | $153-28.6% | $13,210-99.2% | $145-24.7% |