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 | $51,228 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $8,164 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $7,563 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,524 | $66,098+47.5% | $101,794-4.2% | $74,304+31.2% |
| Participation rate | 82.0% | 53.8%+28.3pp | 69.2%+12.8pp | 60.3%+21.7pp |
| Annual return | 15.61% | 19.59%-4.0pp | 30.53%-14.9pp | 29.43%-13.8pp |
| Employer contribution / active EE | $1,145 | $1,082+5.8% | $2,289-50.0% | $2,241-48.9% |
| Participant deferral / active EE | $6,210 | $2,781+123.3% | $4,084+52.1% | $3,767+64.8% |
| Admin fee / account holder | $434 | $4,146-89.5% | $8,777-95.1% | $2,969-85.4% |