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 INVESTORS SERVICES LLC Service code 99 · EIN 04-1590850 | Other Fees | $14,060 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $27,011 | $100,801-73.2% | $149,696-82.0% | $73,409-63.2% |
| Participation rate | 56.2% | 77.7%-21.5pp | 82.5%-26.2pp | 72.2%-15.9pp |
| Annual return | 28.34% | 265.34%-237.0pp | 276.60%-248.3pp | 59.29%-30.9pp |
| Employer contribution / active EE | $807 | $3,312-75.6% | $4,644-82.6% | $2,234-63.9% |
| Participant deferral / active EE | $3,352 | $6,404-47.7% | $6,842-51.0% | $3,805-11.9% |
| Admin fee / account holder | $25 | $181-86.4% | $9,309-99.7% | $158-84.5% |