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 3-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 15 · EIN 13-3689044 | Recordkeeping | $27,946 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $12,325 |
COMPASS 360, LLC1 year Service code 15 · EIN 81-1939215 | Recordkeeping | $2,850 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,124 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,570 | $91,372-54.5% | $129,995-68.0% | $74,419-44.1% |
| Participation rate | 55.2% | 77.8%-22.5pp | 78.5%-23.2pp | 70.7%-15.5pp |
| Annual return | 1637.49% | 23.21%+1614.3pp | -137.18%+1774.7pp | 34.38%+1603.1pp |
| Employer contribution / active EE | $1,609 | $2,563-37.2% | $4,320-62.7% | $2,637-39.0% |
| Participant deferral / active EE | $2,188 | $4,721-53.7% | $5,820-62.4% | $4,528-51.7% |
| Admin fee / account holder | $188 | $283-33.5% | $10,614-98.2% | $348-45.8% |