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 13 · EIN 42-0127290 | Contract Administrator | $16,730 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $5,659 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,422 | $51,197-34.7% | $82,719-59.6% | $66,914-50.1% |
| Participation rate | 47.6% | 67.8%-20.2pp | 72.6%-24.9pp | 69.8%-22.2pp |
| Annual return | -15.79% | -9.64%-6.2pp | 701.18%-717.0pp | 1.58%-17.4pp |
| Employer contribution / active EE | $470 | $2,611-82.0% | $3,009-84.4% | $2,544-81.5% |
| Participant deferral / active EE | $2,165 | $3,458-37.4% | $4,395-50.7% | $4,237-48.9% |
| Admin fee / account holder | $207 | $416-50.1% | $5,329-96.1% | $593-65.0% |