Filed December 28, 2022
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 | $63,550 |
Filed as: MML INVESTORS SERVICES LLC Service code 99 · EIN 04-1590850 | Other Fees | $40,000 |
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 | $37,883 | $52,293-27.6% | $178,490-78.8% | $73,409-48.4% |
| Participation rate | 54.9% | 65.3%-10.4pp | 81.9%-27.0pp | 72.2%-17.2pp |
| Annual return | 12.90% | 34.75%-21.8pp | 151.07%-138.2pp | 59.29%-46.4pp |
| Employer contribution / active EE | $959 | $1,735-44.8% | $5,011-80.9% | $2,234-57.1% |
| Participant deferral / active EE | $2,236 | $2,332-4.1% | $5,202-57.0% | $3,805-41.2% |
| Admin fee / account holder | $132 | $127+3.7% | $13,984-99.1% | $158-16.3% |