See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $16,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,392 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,213 | $54,573+142.3% | $90,951+45.4% | $73,488+79.9% |
| Participation rate | 65.6% | 61.2%+4.4pp | 69.0%-3.4pp | 70.7%-5.1pp |
| Annual return | 12.74% | 16.69%-3.9pp | 134.60%-121.9pp | 28.51%-15.8pp |
| Employer contribution / active EE | $2,620 | $991+164.3% | $2,122+23.5% | $2,270+15.4% |
| Participant deferral / active EE | $6,303 | $2,517+150.4% | $3,373+86.9% | $3,740+68.6% |
| Admin fee / account holder | $329 | $521-37.0% | $5,959-94.5% | $513-35.9% |