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 8-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 15 · EIN 13-3689044 | Recordkeeping | $79,419 |
Filed as: MML INVESTORS SERVICES, LLC Service code 22 · EIN 04-3109325 | Insurance Broker | $51,912 |
Service code 15 · EIN 04-2530412 | Recordkeeping | $35,917 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,389 | $48,698-0.6% | $93,606-48.3% | $199,593-75.8% |
| Participation rate | 40.9% | 63.5%-22.7pp | 68.7%-27.9pp | 72.0%-31.1pp |
| Annual return | 27.51% | 15.34%+12.2pp | 133.20%-105.7pp | 34.25%-6.7pp |
| Employer contribution / active EE | $362 | $1,135-68.1% | $2,420-85.1% | $3,034-88.1% |
| Participant deferral / active EE | $3,082 | $2,817+9.4% | $4,411-30.1% | $5,087-39.4% |
| Admin fee / account holder | $259 | $195+33.0% | $8,285-96.9% | $269-3.5% |