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 | $59,856 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 | Other Services | $25,677 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $7,701 |
Filed as: MML INVESTORS SERVICES LL Service code 49 | Other Services | $6,885 |
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 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS, LLC Service code 27 · EIN 92-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,390 | $91,407-29.6% | $135,903-52.6% | $71,457-9.9% |
| Participation rate | 98.6% | 75.7%+23.0pp | 81.9%+16.7pp | 67.9%+30.7pp |
| Annual return | 26.18% | 29.90%-3.7pp | 68.23%-42.1pp | 28.85%-2.7pp |
| Employer contribution / active EE | $4,420 | $3,703+19.3% | $4,856-9.0% | $2,588+70.8% |
| Participant deferral / active EE | $9,193 | $7,092+29.6% | $7,758+18.5% | $4,289+114.3% |
| Admin fee / account holder | $342 | $1,266-73.0% | $10,762-96.8% | $1,587-78.5% |