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 64 · EIN 71-0294708 | Recordkeeping Fees | $28,902 |
Filed as: MML INSURANCE AGENCY, LLC Service code 55 MML INVESTORS SERVICES · BOSTON, MA 02266 | Other Commissions | $22,415 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,059 | $106,028-72.6% | $146,958-80.2% | $77,643-62.6% |
| Participation rate | 86.8% | 78.4%+8.5pp | 82.2%+4.7pp | 70.6%+16.3pp |
| Annual return | 13.20% | 56.73%-43.5pp | 418.34%-405.1pp | 31.24%-18.0pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $7,628 | $7,990-4.5% | $8,070-5.5% | $4,647+64.1% |
| Admin fee / account holder | $64 | $337-81.1% | $12,998-99.5% | $430-85.2% |