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 4-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 INSURANCE AGENCY, LLC Service code 22 MAIL ZONE KY08 · COVINGTON, KY 41015 | Insurance Broker | $14,154 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $12,436 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $3,829 |
ARMANINO LLP2+ years Filed as: ARMANINO, LLP Service code 17 · EIN 94-6214841 | Pension Consulting | $2,140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $65,128 | $82,202-20.8% | $125,339-48.0% | $64,808+0.5% |
| Participation rate | 68.7% | 77.9%-9.2pp | 82.4%-13.7pp | 71.5%-2.8pp |
| Annual return | 40.00% | 3.48%+36.5pp | 572.05%-532.1pp | 32.82%+7.2pp |
| Employer contribution / active EE | $1,103 | $3,615-69.5% | $4,814-77.1% | $2,506-56.0% |
| Participant deferral / active EE | $4,600 | $7,175-35.9% | $7,446-38.2% | $4,310+6.7% |
| Admin fee / account holder | $168 | $163+3.1% | $10,010-98.3% | $188-10.4% |