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 4-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 | $47,791 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $20,278 |
Service code 13 · EIN 20-4780677 | Contract Administrator | $10,151 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,482 | $55,415-25.1% | $155,509-73.3% | $74,495-44.3% |
| Participation rate | 85.8% | 61.9%+23.9pp | 78.2%+7.6pp | 67.2%+18.6pp |
| Annual return | 23.15% | 268.50%-245.4pp | 64.67%-41.5pp | 1364.94%-1341.8pp |
| Employer contribution / active EE | $4,243 | $2,267+87.2% | $4,672-9.2% | $2,623+61.8% |
| Participant deferral / active EE | $8,314 | $2,836+193.2% | $5,626+47.8% | $4,346+91.3% |
| Admin fee / account holder | $250 | $1,738-85.6% | $15,912-98.4% | $1,942-87.1% |