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 |
|---|---|---|
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $15,484 |
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,030 |
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 | $26,266 | $49,915-47.4% | $154,803-83.0% | $74,304-64.7% |
| Participation rate | 77.6% | 54.0%+23.7pp | 78.1%-0.5pp | 60.3%+17.3pp |
| Annual return | 16.26% | 34.06%-17.8pp | 58.88%-42.6pp | 29.43%-13.2pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,736 | $2,255+21.3% | $5,540-50.6% | $3,767-27.4% |
| Admin fee / account holder | $137 | $2,189-93.7% | $14,329-99.0% | $2,969-95.4% |