Filed January 23, 2023
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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $32,135 |
Filed as: MML INVESTORS SERVICES LLC Service code 99 · EIN 04-1590850 | Other Fees | $20,000 |
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 | $42,596 | $58,879-27.7% | $178,490-76.1% | $73,488-42.0% |
| Participation rate | 79.2% | 66.2%+12.9pp | 81.9%-2.8pp | 70.7%+8.5pp |
| Annual return | 17.10% | 24.86%-7.8pp | 151.07%-134.0pp | 28.51%-11.4pp |
| Employer contribution / active EE | $871 | $2,236-61.1% | $5,011-82.6% | $2,270-61.6% |
| Participant deferral / active EE | $3,701 | $2,567+44.2% | $5,202-28.8% | $3,740-1.0% |
| Admin fee / account holder | $200 | $400-50.1% | $13,984-98.6% | $513-61.1% |