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 | $27,222 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $16,332 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,242 | $65,061-81.2% | $143,757-91.5% | $66,914-81.7% |
| Participation rate | 79.6% | 65.2%+14.4pp | 80.3%-0.7pp | 69.8%+9.8pp |
| Annual return | -16.41% | -11.14%-5.3pp | -0.04%-16.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,258 | $2,361-46.7% | $4,951-74.6% | $2,544-50.5% |
| Participant deferral / active EE | $1,178 | $2,919-59.7% | $5,637-79.1% | $4,237-72.2% |
| Admin fee / account holder | $110 | $502-78.1% | $14,673-99.3% | $593-81.5% |