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 6-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 |
|---|---|---|
Filed as: MML INVESTORS SERVICES, LLC Service code 26 · EIN 04-2746212 PO BOX 9500 · SPRINGFIELD, MA 01102 | Advisory (Participants) | $38,301 |
401K GENERATION1 year Service code 13 · EIN 26-4477125 237 S. WESTMONTE AVE · ALTAMONTE SPRINGS, FL 32714 | Contract Administrator | $17,114 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,073 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,814 | $101,317-63.7% | $146,958-74.9% | $74,495-50.6% |
| Participation rate | 93.8% | 75.5%+18.2pp | 82.2%+11.6pp | 67.2%+26.5pp |
| Annual return | 13.63% | 8730.91%-8717.3pp | 418.34%-404.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,308 | $3,810-65.7% | $4,933-73.5% | $2,623-50.1% |
| Participant deferral / active EE | $3,790 | $7,303-48.1% | $8,070-53.0% | $4,346-12.8% |
| Admin fee / account holder | $304 | $1,739-82.5% | $12,998-97.7% | $1,942-84.3% |