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 | $50,549 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 | Advisory (Plan) | $15,810 |
Service code 27 · EIN 99-1321623 | Advisory (Plan) | $14,039 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC Service code 49 · EIN 27-2037969 | Other Services | $5,182 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $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 | $67,710 | $60,323+12.2% | $81,812-17.2% | $74,495-9.1% |
| Participation rate | 81.3% | 62.9%+18.4pp | 72.3%+8.9pp | 67.2%+14.1pp |
| Annual return | 13.47% | 16.90%-3.4pp | 773.79%-760.3pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $2,702 | $2,620+3.1% | $2,912-7.2% | $2,623+3.0% |
| Participant deferral / active EE | $5,473 | $3,387+61.6% | $4,319+26.7% | $4,346+25.9% |
| Admin fee / account holder | $190 | $1,486-87.2% | $7,386-97.4% | $1,942-90.2% |