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 INVESTOR SERVICES Service code 27 · EIN 04-1590850 | Advisory (Plan) | $6,667 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,793 |
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 | $111,820 | $51,466+117.3% | $78,778+41.9% | $62,292+79.5% |
| Participation rate | 51.5% | 59.8%-8.3pp | 69.2%-17.7pp | 69.5%-18.0pp |
| Annual return | 18.32% | 19.96%-1.6pp | 35.62%-17.3pp | 28.90%-10.6pp |
| Employer contribution / active EE | $1,953 | $827+136.1% | $1,986-1.6% | $2,042-4.4% |
| Participant deferral / active EE | $4,865 | $2,147+126.6% | $2,958+64.5% | $3,169+53.5% |
| Admin fee / account holder | $135 | $489-72.4% | $5,134-97.4% | $479-71.9% |