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 |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $52,282 |
Filed as: MML INVESTORS SERVICES, INC. Service code 15 · EIN 04-2746212 | Recordkeeping | $18,987 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,966 | $119,446-43.9% | $150,045-55.4% | $85,563-21.7% |
| Participation rate | 96.5% | 75.4%+21.1pp | 82.3%+14.2pp | 66.0%+30.5pp |
| Annual return | 17.89% | 23.72%-5.8pp | 62.55%-44.7pp | 31.51%-13.6pp |
| Employer contribution / active EE | $4,415 | $4,078+8.3% | $4,693-5.9% | $2,654+66.4% |
| Participant deferral / active EE | $10,486 | $7,985+31.3% | $7,997+31.1% | $4,375+139.7% |
| Admin fee / account holder | $166 | $548-69.7% | $13,435-98.8% | $834-80.1% |