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 | $24,847 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $20,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,867 | $99,078-17.4% | $96,544-15.2% | $74,419+10.0% |
| Participation rate | 66.3% | 80.7%-14.4pp | 76.0%-9.7pp | 70.7%-4.4pp |
| Annual return | 15.89% | 22.48%-6.6pp | 25.84%-10.0pp | 34.38%-18.5pp |
| Employer contribution / active EE | $2,223 | $2,570-13.5% | $2,965-25.0% | $2,637-15.7% |
| Participant deferral / active EE | $4,582 | $4,933-7.1% | $4,851-5.6% | $4,528+1.2% |
| Admin fee / account holder | $182 | $225-18.9% | $8,252-97.8% | $348-47.6% |