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 INSURANCE AGENCY, LLC Service code 27 PO BOX 9500 · SPINGFIELD, MA 01102 | Advisory (Plan) | $37,281 |
NATIONWIDE11+ years Service code 49 · EIN 31-4156830 | Other Services | $24,954 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 49 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Other Services | $14,969 |
NATIONWIDE6 years Filed as: NATIONWIDE FINANCIAL Service code 49 | Other Services | $7,044 |
INWEST RETIREMENT SOLUTIONS6 years Service code 14 4305 N GARFIELD · MIDLAND, TX 79705 | Plan Administrator | $6,690 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,756 | $132,049-65.3% | $200,582-77.2% | $74,304-38.4% |
| Participation rate | 92.6% | 84.1%+8.6pp | 86.9%+5.7pp | 60.3%+32.3pp |
| Annual return | 14.86% | 22.22%-7.4pp | 42.33%-27.5pp | 29.43%-14.6pp |
| Employer contribution / active EE | $1,550 | $4,558-66.0% | $6,419-75.8% | $2,241-30.8% |
| Participant deferral / active EE | $3,958 | $7,213-45.1% | $9,331-57.6% | $3,767+5.1% |
| Admin fee / account holder | $502 | $2,405-79.1% | $16,305-96.9% | $2,969-83.1% |