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 | $5,463 |
Filed as: MML INVESTOR SERVICES LLC Service code 55 · EIN 04-2746212 | Other Commissions | $2,535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,631 | $42,582+14.2% | $171,082-71.6% | $57,658-15.7% |
| Participation rate | 64.1% | 63.9%+0.2pp | 76.7%-12.6pp | 70.2%-6.1pp |
| Annual return | 7.18% | 308.67%-301.5pp | 32.56%-25.4pp | 5.13%+2.0pp |
| Employer contribution / active EE | $1,315 | $1,306+0.7% | $4,002-67.1% | $1,974-33.4% |
| Participant deferral / active EE | $2,672 | $2,933-8.9% | $4,797-44.3% | $3,061-12.7% |
| Admin fee / account holder | $13 | $82-84.5% | $8,520-99.8% | $95-86.5% |