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) | $20,000 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,498 |
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 | $151,139 | $76,050+98.7% | $96,544+56.6% | $71,457+111.5% |
| Participation rate | 80.5% | 74.4%+6.1pp | 76.0%+4.6pp | 67.9%+12.6pp |
| Annual return | 25.66% | 22.81%+2.9pp | 25.84%-0.2pp | 28.85%-3.2pp |
| Employer contribution / active EE | $5,473 | $2,244+143.9% | $2,965+84.6% | $2,588+111.5% |
| Participant deferral / active EE | $6,255 | $4,215+48.4% | $4,851+28.9% | $4,289+45.8% |
| Admin fee / account holder | $209 | $2,707-92.3% | $8,252-97.5% | $1,587-86.9% |