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 26 P O BOX 8089 · BOSTON, MA 02266 | Advisory (Participants) | $12,500 |
NATIONWIDE1+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $753 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $114,844 | $70,667+62.5% | $123,104-6.7% | $52,331+119.5% |
| Participation rate | 82.4% | 83.7%-1.4pp | 86.8%-4.4pp | 68.1%+14.2pp |
| Annual return | -1.42% | 6.23%-7.7pp | 13.22%-14.6pp | 4.54%-6.0pp |
| Employer contribution / active EE | $5,815 | $2,946+97.4% | $5,151+12.9% | $1,882+209.0% |
| Participant deferral / active EE | $11,268 | $4,493+150.8% | $6,230+80.9% | $3,022+272.8% |
| Admin fee / account holder | $249 | $506-50.7% | $9,015-97.2% | $592-57.8% |