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, INC. Service code 15 · EIN 04-2746212 | Recordkeeping | $9,986 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,494 | $73,867-62.8% | $143,757-80.9% | $68,494-59.9% |
| Participation rate | 68.4% | 66.7%+1.7pp | 80.3%-11.9pp | 67.9%+0.5pp |
| Annual return | -15.82% | 1.01%-16.8pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,022 | $3,184-36.5% | $4,951-59.2% | $2,596-22.1% |
| Participant deferral / active EE | $4,077 | $3,384+20.5% | $5,637-27.7% | $4,027+1.2% |
| Admin fee / account holder | $102 | $5,755-98.2% | $14,673-99.3% | $5,403-98.1% |