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 10-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 LLC3 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $118,933 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,065 |
THR PROPERTY MANAGEMENT1 year Service code 15 · EIN 90-0874152 | Recordkeeping | $5,573 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,880 | $48,592-28.2% | $185,823-81.2% | $90,288-61.4% |
| Participation rate | 71.0% | 66.2%+4.8pp | 78.0%-7.0pp | 73.4%-2.4pp |
| Annual return | 18.89% | 68.51%-49.6pp | 35.95%-17.1pp | 53.97%-35.1pp |
| Employer contribution / active EE | $2,054 | $1,389+47.8% | $4,087-49.8% | $2,524-18.6% |
| Participant deferral / active EE | $3,882 | $3,463+12.1% | $5,632-31.1% | $4,232-8.3% |
| Admin fee / account holder | $89 | $77+15.2% | $9,500-99.1% | $114-21.7% |