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 | $725 |
Filed as: MML INVESTOR SERVICES LLC Service code 61 · EIN 04-1590850 | Finders' fees / placement fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,110 | $53,901-7.0% | $134,143-62.6% | $73,488-31.8% |
| Participation rate | 84.4% | 62.8%+21.6pp | 72.2%+12.2pp | 70.7%+13.7pp |
| Annual return | 18.89% | 15.82%+3.1pp | 36.33%-17.4pp | 28.51%-9.6pp |
| Employer contribution / active EE | $1,369 | $1,458-6.1% | $3,704-63.0% | $2,270-39.7% |
| Participant deferral / active EE | $4,006 | $2,739+46.3% | $3,499+14.5% | $3,740+7.1% |
| Admin fee / account holder | $4 | $581-99.3% | $6,684-99.9% | $513-99.2% |