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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,554 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $9,189 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 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 | $11,052 | $52,953-79.1% | $172,739-93.6% | $65,185-83.0% |
| Participation rate | 69.4% | 66.2%+3.2pp | 82.6%-13.2pp | 70.2%-0.8pp |
| Annual return | 4.60% | 30.12%-25.5pp | 802.84%-798.2pp | 29.38%-24.8pp |
| Employer contribution / active EE | $860 | $2,190-60.7% | $5,143-83.3% | $2,177-60.5% |
| Participant deferral / active EE | $1,166 | $2,471-52.8% | $5,198-77.6% | $3,514-66.8% |
| Admin fee / account holder | $79 | $472-83.2% | $13,954-99.4% | $847-90.6% |