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 | $19,043 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $16,378 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,533 | $79,171-71.5% | $102,423-78.0% | $74,495-69.8% |
| Participation rate | 92.2% | 74.8%+17.4pp | 76.5%+15.7pp | 67.2%+25.0pp |
| Annual return | 14.04% | 54.93%-40.9pp | 29.32%-15.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $1,308 | $2,362-44.6% | $3,023-56.7% | $2,623-50.1% |
| Participant deferral / active EE | $4,645 | $4,415+5.2% | $5,053-8.1% | $4,346+6.9% |
| Admin fee / account holder | $137 | $2,001-93.1% | $9,451-98.5% | $1,942-92.9% |