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 27 · EIN 04-1590850 | Advisory (Plan) | $24,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,974 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,004 | $48,335+11.7% | $121,098-55.4% | $71,457-24.4% |
| Participation rate | 88.2% | 54.3%+34.0pp | 69.5%+18.7pp | 67.9%+20.3pp |
| Annual return | 20.15% | 23.32%-3.2pp | 985.75%-965.6pp | 28.85%-8.7pp |
| Employer contribution / active EE | $1,344 | $1,489-9.7% | $4,164-67.7% | $2,588-48.1% |
| Participant deferral / active EE | $4,588 | $2,754+66.6% | $4,080+12.5% | $4,289+7.0% |
| Admin fee / account holder | $213 | $1,841-88.4% | $5,644-96.2% | $1,587-86.6% |