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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS, INC Service code 99 | Other Fees | $19,574 |
Filed as: MML INVESTORS SERVICES, INC Service code 99 · EIN 04-2746212 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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 | $34,821 | $101,499-65.7% | $147,005-76.3% | $74,546-53.3% |
| Participation rate | 93.5% | 75.5%+18.0pp | 82.2%+11.3pp | 67.2%+26.3pp |
| Annual return | 32.33% | 8732.34%-8700.0pp | 418.76%-386.4pp | 1366.03%-1333.7pp |
| Employer contribution / active EE | $7,037 | $3,811+84.7% | $4,934+42.6% | $2,624+168.2% |
| Participant deferral / active EE | $9,365 | $7,304+28.2% | $8,070+16.0% | $4,347+115.4% |
| Admin fee / account holder | $32 | $1,748-98.2% | $13,006-99.8% | $1,944-98.4% |