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 3-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 LLC2 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $13,544 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,367 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,088 | $100,923-49.4% | $150,045-66.0% | $74,304-31.2% |
| Participation rate | 64.8% | 70.1%-5.3pp | 82.3%-17.5pp | 60.3%+4.5pp |
| Annual return | 22.86% | 51.77%-28.9pp | 62.55%-39.7pp | 29.43%-6.6pp |
| Employer contribution / active EE | $917 | $3,463-73.5% | $4,693-80.5% | $2,241-59.1% |
| Participant deferral / active EE | $4,147 | $6,709-38.2% | $7,997-48.1% | $3,767+10.1% |
| Admin fee / account holder | $116 | $2,767-95.8% | $13,435-99.1% | $2,969-96.1% |