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 | $40,993 |
Filed as: MML INVESTORS SERVICES INC Service code 99 · EIN 04-2746212 | 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 | $45,292 | $61,272-26.1% | $149,673-69.7% | $71,457-36.6% |
| Participation rate | 84.3% | 62.5%+21.8pp | 78.8%+5.6pp | 67.9%+16.4pp |
| Annual return | 19.26% | 35.85%-16.6pp | 134.42%-115.2pp | 28.85%-9.6pp |
| Employer contribution / active EE | $1,122 | $2,378-52.8% | $4,818-76.7% | $2,588-56.6% |
| Participant deferral / active EE | $5,135 | $2,917+76.0% | $5,680-9.6% | $4,289+19.7% |
| Admin fee / account holder | $196 | $1,261-84.5% | $13,210-98.5% | $1,587-87.6% |