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 | $84,293 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $35,743 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $11,146 |
Filed as: MML INVESTORS SERVICES LL Service code 49 | Other Services | $9,843 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS 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.)
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 | $81,558 | $101,317-19.5% | $146,958-44.5% | $74,495+9.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.07% | 8730.91%-8715.8pp | 418.34%-403.3pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $5,014 | $3,810+31.6% | $4,933+1.6% | $2,623+91.1% |
| Participant deferral / active EE | $10,362 | $7,303+41.9% | $8,070+28.4% | $4,346+138.4% |
| Admin fee / account holder | $511 | $1,739-70.6% | $12,998-96.1% | $1,942-73.7% |