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 |
|---|---|---|
Filed as: MML INVESTOR SERVICES, LLC Service code 18 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Custodial (other than securities) | $61,156 |
USI CONSULTING GROUP1+ years Service code 15 · EIN 06-1053228 | Recordkeeping | $29,628 |
LBMC, PC1+ years Service code 10 · EIN 62-1199757 | Accounting | $12,050 |
APEX CAPITAL MANAGEMENT1+ years Filed as: APEX FIDUCIARY SERVICES, LLC Service code 21 PO BOX 88208 · ATLANTA, GA 30356 | Bank Trustee | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,752 | $73,867-65.1% | $143,757-82.1% | $68,494-62.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -3.83% | 1.01%-4.8pp | -0.04%-3.8pp | -7.84%+4.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $810 | $5,755-85.9% | $14,673-94.5% | $5,403-85.0% |