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.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Service code 26 · EIN 22-3570392 P.O. BOX 9496 · NEW YORK, NY 10087 | Advisory (Participants) | $18,783 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,760 | $47,105-89.9% | $68,368-93.0% | $67,986-93.0% |
| Participation rate | 61.8% | 51.8%+10.1pp | 73.8%-11.9pp | 57.2%+4.6pp |
| Annual return | 30.74% | 48.37%-17.6pp | 292.57%-261.8pp | 31.67%-0.9pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,307 | $2,374+39.3% | $4,123-19.8% | $3,358-1.5% |
| Admin fee / account holder | $169 | $2,435-93.1% | $5,150-96.7% | $3,203-94.7% |