See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES, INC. Service code 99 · EIN 04-2746212 | Other Fees | $40,000 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN Service code 99 · EIN 82-3719843 | Other Fees | $8,892 |
JOHNSON BANK1 year Filed as: JOHNSON OCONNOR Service code 99 · EIN 11-1000111 | Other Fees | $8,036 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,095 | $99,078+3.0% | $96,544+5.8% | $74,419+37.2% |
| Participation rate | 94.7% | 80.7%+14.0pp | 76.0%+18.7pp | 70.7%+23.9pp |
| Annual return | 17.75% | 22.48%-4.7pp | 25.84%-8.1pp | 34.38%-16.6pp |
| Employer contribution / active EE | $3,348 | $2,570+30.3% | $2,965+12.9% | $2,637+27.0% |
| Participant deferral / active EE | $9,287 | $4,933+88.3% | $4,851+91.5% | $4,528+105.1% |
| Admin fee / account holder | $75 | $225-66.8% | $8,252-99.1% | $348-78.5% |