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 | $32,146 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $18,830 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,028 | $49,915-65.9% | $154,803-89.0% | $74,304-77.1% |
| Participation rate | 82.1% | 54.0%+28.2pp | 78.1%+4.0pp | 60.3%+21.8pp |
| Annual return | 9.89% | 34.06%-24.2pp | 58.88%-49.0pp | 29.43%-19.5pp |
| Employer contribution / active EE | $1,505 | $1,611-6.6% | $4,305-65.1% | $2,241-32.9% |
| Participant deferral / active EE | $1,434 | $2,255-36.4% | $5,540-74.1% | $3,767-61.9% |
| Admin fee / account holder | $125 | $2,189-94.3% | $14,329-99.1% | $2,969-95.8% |