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 |
|---|---|---|
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $6,004 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,668 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $1,550 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,765 | $58,577+85.7% | $83,333+30.5% | $64,186+69.5% |
| Participation rate | 74.1% | 72.0%+2.1pp | 77.8%-3.6pp | 69.6%+4.6pp |
| Annual return | -2.92% | 9.65%-12.6pp | 10.63%-13.6pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,584 | $2,098-24.5% | $3,379-53.1% | $2,381-33.5% |
| Participant deferral / active EE | $10,646 | $4,654+128.8% | $5,565+91.3% | $3,470+206.8% |
| Admin fee / account holder | $23 | $9,275-99.8% | $7,510-99.7% | $4,888-99.5% |