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 Service code 27 · EIN 04-1590850 | Advisory (Plan) | $18,000 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $15,995 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,461 | $65,435+91.7% | $86,677+44.7% | $66,914+87.5% |
| Participation rate | 94.6% | 75.5%+19.2pp | 76.6%+18.1pp | 69.8%+24.8pp |
| Annual return | -20.70% | -10.89%-9.8pp | 35.91%-56.6pp | 1.58%-22.3pp |
| Employer contribution / active EE | $8,756 | $2,153+306.7% | $2,836+208.7% | $2,544+244.2% |
| Participant deferral / active EE | $7,184 | $4,100+75.2% | $4,656+54.3% | $4,237+69.6% |
| Admin fee / account holder | $254 | $642-60.5% | $7,493-96.6% | $593-57.2% |