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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,181 |
Filed as: MML INVESTOR SERVICES LLC Service code 61 · EIN 04-2746212 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,251 | $44,229+18.1% | $155,790-66.5% | $55,191-5.3% |
| Participation rate | 47.4% | 60.8%-13.4pp | 76.1%-28.7pp | 69.2%-21.8pp |
| Annual return | -0.52% | 0.37%-0.9pp | 71.54%-72.1pp | 10.78%-11.3pp |
| Employer contribution / active EE | $997 | $1,317-24.3% | $3,836-74.0% | $1,899-47.5% |
| Participant deferral / active EE | $2,145 | $2,851-24.8% | $4,797-55.3% | $3,046-29.6% |
| Admin fee / account holder | $14 | $86-83.4% | $7,478-99.8% | $91-84.2% |