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 55 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Commissions | $17,659 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,535 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 13 | Contract Administrator | $1,645 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,315 | $49,915-39.3% | $154,803-80.4% | $74,304-59.2% |
| Participation rate | 86.0% | 54.0%+32.1pp | 78.1%+8.0pp | 60.3%+25.7pp |
| Annual return | 14.61% | 34.06%-19.4pp | 58.88%-44.3pp | 29.43%-14.8pp |
| Employer contribution / active EE | $1,263 | $1,611-21.6% | $4,305-70.7% | $2,241-43.7% |
| Participant deferral / active EE | $1,832 | $2,255-18.8% | $5,540-66.9% | $3,767-51.4% |
| Admin fee / account holder | $40 | $2,189-98.2% | $14,329-99.7% | $2,969-98.6% |