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 INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $34,514 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $30,787 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $22,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $110,284 | $159,901-31.0% | $146,958-25.0% | $145,922-24.4% |
| Participation rate | 63.2% | 84.0%-20.8pp | 82.2%-19.0pp | 80.3%-17.1pp |
| Annual return | 16.06% | 98.13%-82.1pp | 418.34%-402.3pp | 561.29%-545.2pp |
| Employer contribution / active EE | $11,509 | $5,286+117.7% | $4,933+133.3% | $4,660+147.0% |
| Participant deferral / active EE | $58,410 | $8,428+593.0% | $8,070+623.8% | $6,688+773.4% |
| Admin fee / account holder | $1,364 | $15,044-90.9% | $12,998-89.5% | $13,397-89.8% |