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 |
|---|---|---|
Filed as: MML INVESTOR SERVICES LLC Service code 55 · EIN 04-1590850 | Other Commissions | $12,810 |
Filed as: MSI FINANCIAL SERVICES INC Service code 55 · EIN 13-3175978 | Other Commissions | $7,103 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,719 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,957 | $31,424-33.3% | $81,478-74.3% | $69,631-69.9% |
| Participation rate | 59.6% | 50.8%+8.7pp | 68.0%-8.4pp | 70.7%-11.1pp |
| Annual return | 30.31% | 22.44%+7.9pp | 38.78%-8.5pp | 27571.02%-27540.7pp |
| Employer contribution / active EE | $894 | $1,029-13.1% | $2,568-65.2% | $2,032-56.0% |
| Participant deferral / active EE | $2,133 | $1,838+16.0% | $3,537-39.7% | $3,224-33.8% |
| Admin fee / account holder | $7 | $103-93.2% | $4,561-99.8% | $110-93.7% |