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 | $84,540 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $40,293 |
Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $8,316 |
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 | $71,775 | $106,028-32.3% | $146,958-51.2% | $77,643-7.6% |
| Participation rate | 74.1% | 78.4%-4.2pp | 82.2%-8.0pp | 70.6%+3.5pp |
| Annual return | 15.68% | 56.73%-41.1pp | 418.34%-402.7pp | 31.24%-15.6pp |
| Employer contribution / active EE | $3,255 | $4,063-19.9% | $4,933-34.0% | $2,726+19.4% |
| Participant deferral / active EE | $6,543 | $7,990-18.1% | $8,070-18.9% | $4,647+40.8% |
| Admin fee / account holder | $329 | $337-2.5% | $12,998-97.5% | $430-23.6% |