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 | $20,918 |
Filed as: MML INVESTOR SERVICES LLC Service code 55 · EIN 04-1590850 | Other Commissions | $8,390 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,816 | $77,660+5.4% | $109,143-25.0% | $79,386+3.1% |
| Participation rate | 94.2% | 67.8%+26.4pp | 75.9%+18.3pp | 70.7%+23.5pp |
| Annual return | 17.10% | 23.44%-6.3pp | 25.75%-8.6pp | 116.85%-99.8pp |
| Employer contribution / active EE | $1,704 | $2,797-39.1% | $3,722-54.2% | $2,427-29.8% |
| Participant deferral / active EE | $4,670 | $3,518+32.8% | $4,653+0.4% | $4,046+15.4% |
| Admin fee / account holder | $170 | $732-76.8% | $6,752-97.5% | $626-72.9% |