See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $62,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,761 |
PENTEGRA SERVICES, INC.1 year Service code 16 · EIN 13-3745616 | Consulting | $23,931 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $15,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,987 | $89,808-26.5% | $100,391-34.3% | $77,643-15.0% |
| Participation rate | 85.4% | 81.2%+4.2pp | 81.5%+3.9pp | 70.6%+14.8pp |
| Annual return | 17.89% | 20.62%-2.7pp | 49.20%-31.3pp | 31.24%-13.3pp |
| Employer contribution / active EE | $2,836 | $3,039-6.7% | $3,942-28.0% | $2,726+4.1% |
| Participant deferral / active EE | $7,967 | $8,284-3.8% | $8,082-1.4% | $4,647+71.4% |
| Admin fee / account holder | $131 | $174-25.1% | $7,899-98.3% | $430-69.6% |