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 4-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,027 |
Filed as: MML INVESTORS SERVICES, INC. Service code 15 · EIN 04-2746212 | Recordkeeping | $36,562 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,980 | $92,090-42.5% | $106,201-50.1% | $77,671-31.8% |
| Participation rate | 96.5% | 81.0%+15.5pp | 75.3%+21.2pp | 70.6%+25.9pp |
| Annual return | 11.28% | 17.89%-6.6pp | 116.26%-105.0pp | 31.21%-19.9pp |
| Employer contribution / active EE | $1,619 | $3,368-51.9% | $3,170-48.9% | $2,726-40.6% |
| Participant deferral / active EE | $4,488 | $5,386-16.7% | $5,012-10.5% | $4,648-3.4% |
| Admin fee / account holder | $95 | $219-56.5% | $11,039-99.1% | $430-77.9% |