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) | $24,786 |
APEX CAPITAL MANAGEMENT2+ years Filed as: APEX FIDUCIARY SERVICES, LLC Service code 21 PO BOX 88208 · ATLANTA, GA 30356 | Bank Trustee | $16,000 |
Filed as: LYNCH, COX, GILMAN AND GOODMAN, PSC Service code 29 500 WEST JEFFERSON STREET, SUITE 21 · LOUISVILLE, KY 40202 | Legal | $14,224 |
LBMC, PC2+ years Service code 10 · EIN 62-1199757 | Accounting | $12,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $18,668 | $77,899-76.0% | $149,673-87.5% | $75,163-75.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 39.15% | 31.72%+7.4pp | 134.42%-95.3pp | 160.62%-121.5pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $490 | $5,956-91.8% | $13,210-96.3% | $5,651-91.3% |