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 15 · EIN 13-3689044 | Recordkeeping | $25,463 |
Filed as: MML INVESTORS SERVICES LLC Service code 22 · EIN 04-3109325 | Insurance Broker | $8,775 |
Service code 15 · EIN 14-1624930 | Recordkeeping | $1,272 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $240 |
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 | $122,972 | $55,449+121.8% | $83,848+46.7% | $56,287+118.5% |
| Participation rate | 99.3% | 68.0%+31.3pp | 76.1%+23.2pp | 69.9%+29.4pp |
| Annual return | -4.01% | -1.38%-2.6pp | 850.88%-854.9pp | -9.96%+6.0pp |
| Employer contribution / active EE | $6,516 | $2,430+168.1% | $3,631+79.5% | $2,111+208.7% |
| Participant deferral / active EE | $2,525 | $2,935-14.0% | $4,082-38.1% | $3,350-24.6% |
| Admin fee / account holder | $102 | $656-84.4% | $5,478-98.1% | $521-80.4% |