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 3-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 99 · EIN 04-2746212 | Other Fees | $8,466 |
PENTEGRA SERVICES, INC.1+ years Service code 49 5350 77 CENTER DR STE 200 · CHARLOTTE, NC 28217 | Other Services | $6,931 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,775 | $58,320-74.7% | $86,436-82.9% | $66,914-77.9% |
| Participation rate | 98.3% | 78.6%+19.7pp | 80.3%+18.0pp | 69.8%+28.5pp |
| Annual return | 0.00% | -9.71%+9.7pp | 4394.89%-4394.9pp | 1.58%-1.6pp |
| Employer contribution / active EE | $3,559 | $2,615+36.1% | $3,769-5.6% | $2,544+39.9% |
| Participant deferral / active EE | $9,125 | $6,899+32.3% | $6,952+31.3% | $4,237+115.4% |
| Admin fee / account holder | $44 | $546-91.9% | $6,731-99.3% | $593-92.6% |