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 | $41,348 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,469 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,933 | $56,152+21.0% | $185,823-63.4% | $73,409-7.5% |
| Participation rate | 61.9% | 67.6%-5.6pp | 78.0%-16.1pp | 72.2%-10.2pp |
| Annual return | 15.98% | 17.59%-1.6pp | 35.95%-20.0pp | 59.29%-43.3pp |
| Employer contribution / active EE | $1,602 | $1,532+4.6% | $4,087-60.8% | $2,234-28.3% |
| Participant deferral / active EE | $3,722 | $3,659+1.7% | $5,632-33.9% | $3,805-2.2% |
| Admin fee / account holder | $9 | $132-93.1% | $9,500-99.9% | $158-94.2% |