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 | $35,054 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $22,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,258 | $95,880-43.4% | $107,525-49.5% | $85,563-36.6% |
| Participation rate | 92.3% | 70.1%+22.2pp | 75.1%+17.2pp | 66.0%+26.3pp |
| Annual return | 18.11% | 68.06%-49.9pp | 181.32%-163.2pp | 31.51%-13.4pp |
| Employer contribution / active EE | $2,800 | $3,812-26.5% | $3,754-25.4% | $2,654+5.5% |
| Participant deferral / active EE | $5,457 | $4,201+29.9% | $5,116+6.7% | $4,375+24.7% |
| Admin fee / account holder | $179 | $1,025-82.5% | $8,919-98.0% | $834-78.5% |