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 | $28,586 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $16,205 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,978 | $55,415-71.2% | $155,509-89.7% | $74,495-78.6% |
| Participation rate | 76.3% | 61.9%+14.4pp | 78.2%-1.9pp | 67.2%+9.1pp |
| Annual return | 11.20% | 268.50%-257.3pp | 64.67%-53.5pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $1,353 | $2,267-40.3% | $4,672-71.0% | $2,623-48.4% |
| Participant deferral / active EE | $1,079 | $2,836-62.0% | $5,626-80.8% | $4,346-75.2% |
| Admin fee / account holder | $116 | $1,738-93.3% | $15,912-99.3% | $1,942-94.0% |