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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,534 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 | Other Services | $21,887 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $8,047 |
Filed as: MML INVESTORS SERVICES LL Service code 49 | Other Services | $5,220 |
Filed as: MML INGSUTANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $0 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,767 | $84,487-44.6% | $125,339-62.7% | $66,914-30.1% |
| Participation rate | 98.6% | 76.4%+22.2pp | 82.4%+16.3pp | 69.8%+28.8pp |
| Annual return | -16.82% | -8.39%-8.4pp | 572.05%-588.9pp | 1.58%-18.4pp |
| Employer contribution / active EE | $4,347 | $3,553+22.4% | $4,814-9.7% | $2,544+70.9% |
| Participant deferral / active EE | $9,188 | $6,781+35.5% | $7,446+23.4% | $4,237+116.9% |
| Admin fee / account holder | $296 | $685-56.8% | $10,010-97.0% | $593-50.1% |