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 | $25,195 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $14,735 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,945 | $61,272-77.2% | $149,673-90.7% | $71,457-80.5% |
| Participation rate | 82.5% | 62.5%+20.0pp | 78.8%+3.8pp | 67.9%+14.6pp |
| Annual return | 10.47% | 35.85%-25.4pp | 134.42%-123.9pp | 28.85%-18.4pp |
| Employer contribution / active EE | $1,419 | $2,378-40.3% | $4,818-70.5% | $2,588-45.2% |
| Participant deferral / active EE | $1,295 | $2,917-55.6% | $5,680-77.2% | $4,289-69.8% |
| Admin fee / account holder | $101 | $1,261-92.0% | $13,210-99.2% | $1,587-93.6% |