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 LLC Service code 55 · EIN 04-1590850 | Other Commissions | $32,112 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,544 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,924 | $46,966+19.1% | $185,117-69.8% | $69,631-19.7% |
| Participation rate | 53.5% | 65.3%-11.7pp | 77.3%-23.7pp | 70.7%-17.1pp |
| Annual return | 16.50% | 22.36%-5.9pp | 40.50%-24.0pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $1,188 | $1,360-12.7% | $4,182-71.6% | $2,032-41.5% |
| Participant deferral / active EE | $2,370 | $3,017-21.4% | $5,045-53.0% | $3,224-26.5% |
| Admin fee / account holder | $13 | $94-86.3% | $8,159-99.8% | $110-88.4% |