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 | $18,461 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $14,258 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,567 | $76,050-73.0% | $96,544-78.7% | $71,457-71.2% |
| Participation rate | 94.2% | 74.4%+19.8pp | 76.0%+18.3pp | 67.9%+26.3pp |
| Annual return | 15.94% | 22.81%-6.9pp | 25.84%-9.9pp | 28.85%-12.9pp |
| Employer contribution / active EE | $1,725 | $2,244-23.1% | $2,965-41.8% | $2,588-33.3% |
| Participant deferral / active EE | $4,332 | $4,215+2.8% | $4,851-10.7% | $4,289+1.0% |
| Admin fee / account holder | $142 | $2,707-94.7% | $8,252-98.3% | $1,587-91.0% |