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 | $45,149 |
Filed as: MML INVESTORS SERVICES INC Service code 99 · EIN 04-2746212 | Other Fees | $25,000 |
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 | $45,493 | $61,156-25.6% | $185,823-75.5% | $79,386-42.7% |
| Participation rate | 78.3% | 66.6%+11.7pp | 81.7%-3.4pp | 70.7%+7.6pp |
| Annual return | 15.51% | 19.45%-3.9pp | 122.05%-106.5pp | 116.85%-101.3pp |
| Employer contribution / active EE | $939 | $2,321-59.5% | $5,167-81.8% | $2,427-61.3% |
| Participant deferral / active EE | $4,066 | $2,789+45.8% | $5,568-27.0% | $4,046+0.5% |
| Admin fee / account holder | $248 | $710-65.0% | $16,237-98.5% | $626-60.4% |