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 | $4,250 |
Filed as: MML INVESTOR SERVICES LLC Service code 61 · EIN 04-1590850 | Finders' fees / placement fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,740 | $61,052-0.5% | $142,863-57.5% | $79,386-23.5% |
| Participation rate | 83.5% | 60.1%+23.3pp | 71.9%+11.5pp | 70.7%+12.8pp |
| Annual return | 18.73% | 16.02%+2.7pp | 5637.54%-5618.8pp | 116.85%-98.1pp |
| Employer contribution / active EE | $1,433 | $1,481-3.2% | $4,144-65.4% | $2,427-41.0% |
| Participant deferral / active EE | $5,037 | $2,879+75.0% | $3,837+31.3% | $4,046+24.5% |
| Admin fee / account holder | $24 | $659-96.3% | $6,560-99.6% | $626-96.1% |