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 |
|---|---|---|
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $40,630 |
Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $18,152 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $11,947 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-1455663 | Investment Management | $526 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,044 | $58,726+34.6% | $92,233-14.3% | $62,292+26.9% |
| Participation rate | 65.3% | 68.3%-3.0pp | 76.5%-11.1pp | 69.5%-4.2pp |
| Annual return | 12.17% | 43.62%-31.4pp | 176.28%-164.1pp | 28.90%-16.7pp |
| Employer contribution / active EE | $372 | $2,392-84.4% | $3,679-89.9% | $2,042-81.8% |
| Participant deferral / active EE | $3,655 | $2,766+32.2% | $3,897-6.2% | $3,169+15.3% |
| Admin fee / account holder | $359 | $556-35.6% | $5,194-93.1% | $479-25.2% |