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 | $15,204 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $11,662 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,502 | $73,102-55.5% | $123,544-73.7% | $56,287-42.3% |
| Participation rate | 57.3% | 74.3%-17.1pp | 82.3%-25.0pp | 69.9%-12.6pp |
| Annual return | -10.69% | 3.01%-13.7pp | 119.20%-129.9pp | -9.96%-0.7pp |
| Employer contribution / active EE | $1,881 | $2,977-36.8% | $4,628-59.4% | $2,111-10.9% |
| Participant deferral / active EE | $4,070 | $5,423-24.9% | $6,426-36.7% | $3,350+21.5% |
| Admin fee / account holder | $183 | $554-66.9% | $9,284-98.0% | $521-64.8% |