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 | $14,294 |
MMA SECURITIES LLC2+ years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $10,023 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $52,415 | $93,571-44.0% | $135,903-61.4% | $75,163-30.3% |
| Participation rate | 87.0% | 75.2%+11.9pp | 81.9%+5.1pp | 67.2%+19.8pp |
| Annual return | 19.17% | 30.90%-11.7pp | 68.23%-49.1pp | 160.62%-141.5pp |
| Employer contribution / active EE | $7,071 | $3,537+99.9% | $4,856+45.6% | $2,670+164.9% |
| Participant deferral / active EE | $9,263 | $6,404+44.6% | $7,758+19.4% | $4,125+124.6% |
| Admin fee / account holder | $264 | $6,975-96.2% | $10,762-97.5% | $5,651-95.3% |