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 | $36,313 |
PENTEGRA SERVICES, INC.2+ years Service code 49 5350 77 CENTER DR STE 200 · CHARLOTTE, NC 28217 | Other Services | $6,219 |
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 | $40,848 | $89,282-54.2% | $94,646-56.8% | $74,419-45.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 70.7%+29.3pp |
| Annual return | 253.77% | 25.96%+227.8pp | 156.71%+97.1pp | 34.38%+219.4pp |
| Employer contribution / active EE | $3,272 | $3,022+8.3% | $3,672-10.9% | $2,637+24.1% |
| Participant deferral / active EE | $8,561 | $8,425+1.6% | $7,418+15.4% | $4,528+89.1% |
| Admin fee / account holder | $31 | $219-85.8% | $7,231-99.6% | $348-91.1% |