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 | $15,376 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $14,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,156 | $45,602+7.8% | $117,472-58.2% | $66,914-26.5% |
| Participation rate | 82.2% | 57.6%+24.6pp | 70.6%+11.6pp | 69.8%+12.4pp |
| Annual return | -18.06% | -16.74%-1.3pp | 29.74%-47.8pp | 1.58%-19.6pp |
| Employer contribution / active EE | $1,293 | $1,579-18.1% | $4,176-69.0% | $2,544-49.2% |
| Participant deferral / active EE | $4,717 | $2,845+65.8% | $4,070+15.9% | $4,237+11.3% |
| Admin fee / account holder | $159 | $661-76.0% | $5,645-97.2% | $593-73.2% |