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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.
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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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $37,682 |
Filed as: MML INVESTORS SERVICES INC Service code 53 | Insurance Commissions | $3,345 |
PINNACLE PENSION SERVICES2 years Service code 13 | Contract Administrator | $1,809 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,047 | $56,485-73.4% | $185,823-91.9% | $86,799-82.7% |
| Participation rate | 59.5% | 65.5%-6.0pp | 81.7%-22.2pp | 72.3%-12.8pp |
| Annual return | 12.54% | 118.04%-105.5pp | 122.05%-109.5pp | 97.91%-85.4pp |
| Employer contribution / active EE | $729 | $1,843-60.5% | $5,167-85.9% | $2,405-69.7% |
| Participant deferral / active EE | $1,283 | $2,553-49.7% | $5,568-77.0% | $4,131-68.9% |
| Admin fee / account holder | $134 | $150-10.1% | $16,237-99.2% | $170-20.7% |