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 49 · EIN 04-2746212 | Other Services | $9,720 |
Filed as: MML INSURANCE AGENCY, LLC Service code 49 · EIN 04-3109325 | Other Services | $7,144 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,569 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,130 | $47,922-28.8% | $75,886-55.0% | $65,185-47.6% |
| Participation rate | 95.8% | 63.0%+32.8pp | 69.3%+26.6pp | 70.2%+25.6pp |
| Annual return | 26.80% | 24.12%+2.7pp | 30.76%-4.0pp | 29.38%-2.6pp |
| Employer contribution / active EE | $787 | $1,557-49.5% | $2,500-68.5% | $2,177-63.9% |
| Participant deferral / active EE | $4,859 | $2,550+90.5% | $3,603+34.9% | $3,514+38.3% |
| Admin fee / account holder | $18 | $532-96.6% | $5,418-99.7% | $847-97.9% |