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-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,029 |
MMA SECURITIES LLC1+ years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $10,331 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,386 | $82,664-59.6% | $125,339-73.4% | $68,494-51.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.68% | -5.97%-12.7pp | 572.05%-590.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,323 | $3,381-31.3% | $4,814-51.7% | $2,596-10.5% |
| Participant deferral / active EE | $12,241 | $6,110+100.3% | $7,446+64.4% | $4,027+204.0% |
| Admin fee / account holder | $307 | $6,275-95.1% | $10,010-96.9% | $5,403-94.3% |