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 10-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: MIRACLE MILE ADVISORS Service code 26 · EIN 20-8196553 | Advisory (Participants) | $23,486 |
DEFINITI LLC5 years Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Contract Administrator | $1,825 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $750 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,646 | $59,417+18.9% | $93,606-24.5% | $74,495-5.2% |
| Participation rate | 47.5% | 59.7%-12.1pp | 68.7%-21.2pp | 67.2%-19.7pp |
| Annual return | 14.15% | 81.83%-67.7pp | 133.20%-119.1pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $621 | $1,264-50.9% | $2,420-74.4% | $2,623-76.3% |
| Participant deferral / active EE | $3,739 | $3,050+22.6% | $4,411-15.2% | $4,346-14.0% |
| Admin fee / account holder | $195 | $3,021-93.6% | $8,285-97.6% | $1,942-90.0% |