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 15 · EIN 04-2746212 P.O. BOX 771115 · CINCINNATI, OH 45277 | Recordkeeping | $17,796 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,028 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,365 | $73,360-62.7% | $177,989-84.6% | $74,495-63.3% |
| Participation rate | 100.0% | 66.6%+33.4pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 21.39% | 17.49%+3.9pp | 294.48%-273.1pp | 1364.94%-1343.6pp |
| Employer contribution / active EE | $276 | $2,216-87.5% | $3,949-93.0% | $2,623-89.5% |
| Participant deferral / active EE | $3,199 | $4,513-29.1% | $6,276-49.0% | $4,346-26.4% |
| Admin fee / account holder | $165 | $1,808-90.9% | $10,363-98.4% | $1,942-91.5% |