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 |
|---|---|---|
Filed as: MML INVESTOR SERVICES LLC Service code 55 · EIN 04-1590850 | Other Commissions | $10,035 |
MSI FINANCIAL SERVICES INC.2 years Filed as: MSI FINANCIAL SERVICES INC Service code 55 · EIN 13-3175978 | Other Commissions | $6,247 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,819 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,012 | $71,192-57.8% | $117,854-74.5% | $62,292-51.8% |
| Participation rate | 95.5% | 74.2%+21.3pp | 79.7%+15.8pp | 69.5%+26.0pp |
| Annual return | 18.79% | 18.66%+0.1pp | 335.08%-316.3pp | 28.90%-10.1pp |
| Employer contribution / active EE | $1,495 | $1,934-22.7% | $3,786-60.5% | $2,042-26.8% |
| Participant deferral / active EE | $2,253 | $3,189-29.3% | $4,482-49.7% | $3,169-28.9% |
| Admin fee / account holder | $6 | $587-99.0% | $8,020-99.9% | $479-98.8% |