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 | $36,724 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 | Advisory (Plan) | $18,380 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $0 |
TIAA1 year Service code 13 · EIN 13-1624203 | 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 | $60,501 | $58,264+3.8% | $86,612-30.1% | $71,457-15.3% |
| Participation rate | 88.4% | 65.0%+23.4pp | 71.7%+16.7pp | 67.9%+20.5pp |
| Annual return | 17.34% | 21.63%-4.3pp | 591.07%-573.7pp | 28.85%-11.5pp |
| Employer contribution / active EE | $2,746 | $2,574+6.7% | $3,022-9.1% | $2,588+6.1% |
| Participant deferral / active EE | $5,629 | $3,436+63.8% | $4,438+26.8% | $4,289+31.3% |
| Admin fee / account holder | $140 | $1,057-86.7% | $5,614-97.5% | $1,587-91.2% |