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 | $95,859 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $40,241 |
Filed as: MML INVESTORS SERVICES LL Service code 49 | Other Services | $11,480 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $11,095 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS Service code 27 · EIN 92-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | 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 | $111,051 | $100,923+10.0% | $150,045-26.0% | $74,304+49.5% |
| Participation rate | 92.4% | 70.1%+22.3pp | 82.3%+10.0pp | 60.3%+32.0pp |
| Annual return | 20.02% | 51.77%-31.7pp | 62.55%-42.5pp | 29.43%-9.4pp |
| Employer contribution / active EE | $2,053 | $3,463-40.7% | $4,693-56.3% | $2,241-8.4% |
| Participant deferral / active EE | $8,754 | $6,709+30.5% | $7,997+9.5% | $3,767+132.4% |
| Admin fee / account holder | $655 | $2,767-76.3% | $13,435-95.1% | $2,969-77.9% |