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 | $13,935 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $12,380 |
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $10,934 |
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 | $47,953 | $54,193-11.5% | $93,654-48.8% | $77,671-38.3% |
| Participation rate | 30.6% | 63.9%-33.3pp | 68.7%-38.1pp | 70.6%-39.9pp |
| Annual return | 14.71% | 30.54%-15.8pp | 133.34%-118.6pp | 31.21%-16.5pp |
| Employer contribution / active EE | $300 | $1,168-74.3% | $2,421-87.6% | $2,726-89.0% |
| Participant deferral / active EE | $2,188 | $3,144-30.4% | $4,413-50.4% | $4,648-52.9% |
| Admin fee / account holder | $252 | $576-56.3% | $8,282-97.0% | $430-41.5% |