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 | $550 |
Filed as: MML INVESTOR SERVICES LLC Service code 61 · EIN 04-1590850 | Finders' fees / placement fees | $0 |
MSI FINANCIAL SERVICES INC.2 years Filed as: MSI FINANCIAL SERVICES INC Service code 61 · EIN 13-3175978 | Finders' fees / placement fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,067 | $63,156-36.6% | $122,332-67.2% | $62,292-35.7% |
| Participation rate | 73.4% | 60.0%+13.4pp | 71.6%+1.8pp | 69.5%+3.9pp |
| Annual return | 17.36% | 20.61%-3.3pp | 30.27%-12.9pp | 28.90%-11.5pp |
| Employer contribution / active EE | $872 | $1,385-37.1% | $4,050-78.5% | $2,042-57.3% |
| Participant deferral / active EE | $2,325 | $2,321+0.2% | $3,287-29.3% | $3,169-26.6% |
| Admin fee / account holder | $4 | $440-99.2% | $5,478-99.9% | $479-99.2% |