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 52 · EIN 04-1590850 | Indirect Investment Fees | $29,031 |
Filed as: MML INVESTORS SERVICES INC Service code 53 | Insurance Commissions | $2,926 |
Service code 13 | Contract Administrator | $1,334 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,944 | $52,293-69.5% | $178,490-91.1% | $73,409-78.3% |
| Participation rate | 53.9% | 65.3%-11.4pp | 81.9%-28.0pp | 72.2%-18.2pp |
| Annual return | 13.37% | 34.75%-21.4pp | 151.07%-137.7pp | 59.29%-45.9pp |
| Employer contribution / active EE | $235 | $1,735-86.4% | $5,011-95.3% | $2,234-89.5% |
| Participant deferral / active EE | $1,146 | $2,332-50.9% | $5,202-78.0% | $3,805-69.9% |
| Admin fee / account holder | $129 | $127+1.6% | $13,984-99.1% | $158-18.1% |