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 | $23,594 |
Service code 49 · EIN 22-2755716 1161 BROAD STREET · SHREWSBURY, NJ 07702 | Other Services | $4,738 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,347 |
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 | $43,335 | $60,776-28.7% | $85,682-49.4% | $79,386-45.4% |
| Participation rate | 94.7% | 62.1%+32.6pp | 69.9%+24.9pp | 70.7%+24.0pp |
| Annual return | 14.47% | 16.57%-2.1pp | 21.49%-7.0pp | 116.85%-102.4pp |
| Employer contribution / active EE | $777 | $1,663-53.3% | $2,618-70.3% | $2,427-68.0% |
| Participant deferral / active EE | $4,490 | $2,919+53.8% | $3,923+14.5% | $4,046+11.0% |
| Admin fee / account holder | $12 | $438-97.2% | $6,873-99.8% | $626-98.0% |