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 99 · EIN 04-1590850 | Other Fees | $40,000 |
Filed as: ANGELL PENSION GROUP Service code 99 · EIN 71-0294708 | Other Fees | $16,920 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,179 | $72,254+17.9% | $86,677-1.7% | $64,808+31.4% |
| Participation rate | 96.1% | 80.4%+15.7pp | 76.6%+19.5pp | 71.5%+24.6pp |
| Annual return | -16.72% | 392.42%-409.1pp | 35.91%-52.6pp | 32.82%-49.5pp |
| Employer contribution / active EE | $3,353 | $2,393+40.1% | $2,836+18.2% | $2,506+33.8% |
| Participant deferral / active EE | $8,762 | $4,658+88.1% | $4,656+88.2% | $4,310+103.3% |
| Admin fee / account holder | $74 | $174-57.4% | $7,493-99.0% | $188-60.5% |