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 99 · EIN 04-1590850 | Other Fees | $30,562 |
WITHUMSMITH+BROWN, PC7 years Filed as: WITHUM SMITH AND BROWN Service code 99 · EIN 22-2027092 | Other Fees | $8,940 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 99 · EIN 71-0294708 | Other Fees | $2,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,831 | $101,317+86.4% | $146,958+28.5% | $74,495+153.5% |
| Participation rate | 78.3% | 75.5%+2.7pp | 82.2%-3.9pp | 67.2%+11.1pp |
| Annual return | 12.82% | 8730.91%-8718.1pp | 418.34%-405.5pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,023 | $3,810-46.9% | $4,933-59.0% | $2,623-22.9% |
| Participant deferral / active EE | $8,331 | $7,303+14.1% | $8,070+3.2% | $4,346+91.7% |
| Admin fee / account holder | $148 | $1,739-91.5% | $12,998-98.9% | $1,942-92.4% |