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 37 · EIN 04-2647786 | Loan Processing | $36,837 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $36,335 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,119 | $88,982-29.1% | $102,438-38.4% | $77,671-18.7% |
| Participation rate | 79.2% | 80.9%-1.7pp | 76.5%+2.7pp | 70.6%+8.6pp |
| Annual return | 17.99% | 25.01%-7.0pp | 29.37%-11.4pp | 31.21%-13.2pp |
| Employer contribution / active EE | $2,979 | $2,698+10.4% | $3,024-1.5% | $2,726+9.3% |
| Participant deferral / active EE | $4,749 | $5,144-7.7% | $5,054-6.0% | $4,648+2.2% |
| Admin fee / account holder | $286 | $236+21.4% | $9,448-97.0% | $430-33.6% |