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 99 · EIN 04-2746212 | Other Fees | $26,305 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,971 | $104,317-67.4% | $159,436-78.7% | $86,799-60.9% |
| Participation rate | 53.4% | 77.7%-24.3pp | 82.8%-29.4pp | 72.3%-18.9pp |
| Annual return | 26.46% | 26.32%+0.1pp | 263.57%-237.1pp | 97.91%-71.4pp |
| Employer contribution / active EE | $1,646 | $3,451-52.3% | $4,829-65.9% | $2,405-31.6% |
| Participant deferral / active EE | $3,418 | $6,837-50.0% | $7,352-53.5% | $4,131-17.3% |
| Admin fee / account holder | $30 | $172-82.5% | $10,799-99.7% | $170-82.2% |