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 9-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 INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $15,716 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $10,731 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,237 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,512 | $52,467+53.5% | $57,179+40.8% | $55,167+45.9% |
| Participation rate | 92.9% | 75.8%+17.0pp | 75.3%+17.5pp | 69.0%+23.9pp |
| Annual return | 12.46% | 7.72%+4.7pp | 14.59%-2.1pp | 169.23%-156.8pp |
| Employer contribution / active EE | $1,324 | $2,477-46.6% | $2,682-50.7% | $1,963-32.6% |
| Participant deferral / active EE | $7,432 | $2,830+162.6% | $3,096+140.1% | $3,054+143.3% |
| Admin fee / account holder | $10 | $269-96.3% | $3,139-99.7% | $504-98.0% |