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 5-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 37 · EIN 04-2647786 | Loan Processing | $17,106 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $13,578 |
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 | $29,296 | $84,936-65.5% | $111,297-73.7% | $79,386-63.1% |
| Participation rate | 77.4% | 75.9%+1.5pp | 77.3%+0.1pp | 70.7%+6.7pp |
| Annual return | 19.53% | 17.45%+2.1pp | 54.65%-35.1pp | 116.85%-97.3pp |
| Employer contribution / active EE | $1,267 | $1,979-36.0% | $2,731-53.6% | $2,427-47.8% |
| Participant deferral / active EE | $3,670 | $3,888-5.6% | $4,487-18.2% | $4,046-9.3% |
| Admin fee / account holder | $184 | $537-65.8% | $7,964-97.7% | $626-70.7% |