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, LLC Service code 49 · EIN 04-2746212 | Other Services | $28,075 |
THE ANGELL PENSION GROUP, INC.3+ years Service code 49 · EIN 04-2530412 | Other Services | $19,564 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,703 |
Filed as: MML INSURANCE AGENCY, LLC Service code 49 · EIN 04-3109325 | Other Services | $5,644 |
Filed as: MSI FINANCIAL SERVICES, INC. Service code 49 · EIN 13-3175978 | Other Services | $0 |
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 | $62,408 | $46,173+35.2% | $170,442-63.4% | $69,631-10.4% |
| Participation rate | 95.8% | 63.9%+31.9pp | 83.6%+12.2pp | 70.7%+25.1pp |
| Annual return | 16.09% | 21.62%-5.5pp | 205.93%-189.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,693 | $1,610+5.2% | $5,433-68.8% | $2,032-16.7% |
| Participant deferral / active EE | $7,784 | $2,080+274.2% | $4,939+57.6% | $3,224+141.5% |
| Admin fee / account holder | $12 | $116-89.5% | $13,880-99.9% | $110-89.0% |