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) | $22,000 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,125 |
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 | $179,120 | $79,171+126.2% | $102,423+74.9% | $74,495+140.4% |
| Participation rate | 96.8% | 74.8%+22.0pp | 76.5%+20.3pp | 67.2%+29.6pp |
| Annual return | 19.80% | 54.93%-35.1pp | 29.32%-9.5pp | 1364.94%-1345.1pp |
| Employer contribution / active EE | $7,428 | $2,362+214.4% | $3,023+145.7% | $2,623+183.2% |
| Participant deferral / active EE | $9,860 | $4,415+123.3% | $5,053+95.1% | $4,346+126.9% |
| Admin fee / account holder | $211 | $2,001-89.5% | $9,451-97.8% | $1,942-89.2% |