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 |
NATIONWIDE3+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,460 |
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 | $140,000 | $89,739+56.0% | $149,718-6.5% | $62,292+124.7% |
| Participation rate | 89.4% | 85.1%+4.3pp | 87.1%+2.3pp | 69.5%+19.8pp |
| Annual return | 16.75% | 21.01%-4.3pp | 1501.63%-1484.9pp | 28.90%-12.1pp |
| Employer contribution / active EE | $6,789 | $3,233+110.0% | $5,445+24.7% | $2,042+232.4% |
| Participant deferral / active EE | $12,876 | $4,797+168.4% | $6,569+96.0% | $3,169+306.3% |
| Admin fee / account holder | $205 | $551-62.7% | $11,283-98.2% | $479-57.2% |