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 | $19,858 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $11,264 |
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.
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 | $10,009 | $58,879-83.0% | $178,490-94.4% | $73,488-86.4% |
| Participation rate | 92.0% | 66.2%+25.7pp | 81.9%+10.0pp | 70.7%+21.3pp |
| Annual return | 1.60% | 24.86%-23.3pp | 151.07%-149.5pp | 28.51%-26.9pp |
| Employer contribution / active EE | $976 | $2,236-56.4% | $5,011-80.5% | $2,270-57.0% |
| Participant deferral / active EE | $1,297 | $2,567-49.5% | $5,202-75.1% | $3,740-65.3% |
| Admin fee / account holder | $77 | $400-80.8% | $13,984-99.5% | $513-85.0% |