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 8-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 | $37,241 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 | Advisory (Plan) | $17,862 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $0 |
TIAA3 years Filed as: TIAA - TEACHERS INS AND ANNUITY ASS Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $0 |
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 | $0 | $58,908-100.0% | $82,719-100.0% | - |
| Participation rate | 0.0% | 68.0%-68.0pp | 72.6%-72.6pp | - |
| Annual return | -14.63% | -8.97%-5.7pp | 701.18%-715.8pp | - |
| Employer contribution / active EE | $0 | $1,912-100.0% | $3,009-100.0% | - |
| Participant deferral / active EE | $0 | $2,996-100.0% | $4,395-100.0% | - |
| Admin fee / account holder | $0 | $4,022-100.0% | $5,329-100.0% | - |