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) | $50,000 |
ERNST & YOUNG LLP1 year Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 3712 SOLUTIONS CENTER · CHICAGO, IL 606773007 | Accounting | $16,000 |
NATIONWIDE2+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $5,960 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $124,127 | $74,089+67.5% | $133,980-7.4% | $55,167+125.0% |
| Participation rate | 84.5% | 84.3%+0.2pp | 87.1%-2.6pp | 69.0%+15.5pp |
| Annual return | 8.87% | 12.11%-3.2pp | 29.30%-20.4pp | 169.23%-160.4pp |
| Employer contribution / active EE | $6,133 | $3,064+100.2% | $5,211+17.7% | $1,963+212.5% |
| Participant deferral / active EE | $11,865 | $4,678+153.6% | $6,282+88.9% | $3,054+288.5% |
| Admin fee / account holder | $321 | $458-29.8% | $9,324-96.6% | $504-36.2% |