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: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $21,832 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,142 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 6 reportable transactions. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $172,075 | $89,739+91.8% | $149,718+14.9% | $62,292+176.2% |
| Participation rate | 65.9% | 85.1%-19.2pp | 87.1%-21.2pp | 69.5%-3.6pp |
| Annual return | 18.73% | 21.01%-2.3pp | 1501.63%-1482.9pp | 28.90%-10.2pp |
| Employer contribution / active EE | $3,215 | $3,233-0.5% | $5,445-40.9% | $2,042+57.4% |
| Participant deferral / active EE | $8,554 | $4,797+78.3% | $6,569+30.2% | $3,169+169.9% |
| Admin fee / account holder | $25 | $551-95.4% | $11,283-99.8% | $479-94.7% |