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 9-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 | $16,025 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $0 |
Service code 49 · EIN 13-4023176 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,466 | $42,396+70.9% | $67,313+7.7% | $56,287+28.7% |
| Participation rate | 46.4% | 61.0%-14.6pp | 69.1%-22.7pp | 69.9%-23.5pp |
| Annual return | -7.09% | -36.63%+29.5pp | -4.08%-3.0pp | -9.96%+2.9pp |
| Employer contribution / active EE | $1,474 | $1,414+4.3% | $2,566-42.6% | $2,111-30.2% |
| Participant deferral / active EE | $3,398 | $2,360+44.0% | $3,568-4.8% | $3,350+1.4% |
| Admin fee / account holder | $226 | $510-55.7% | $4,507-95.0% | $521-56.7% |