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 26 · EIN 71-0294708 | Advisory (Participants) | $81,172 |
Filed as: MML INVESTORS SERVICES INC Service code 99 · EIN 04-2746212 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,585 | $47,126+9.5% | $149,673-65.5% | $74,419-30.7% |
| Participation rate | 50.6% | 63.4%-12.8pp | 78.8%-28.2pp | 70.7%-20.1pp |
| Annual return | 15.52% | 22.75%-7.2pp | 134.42%-118.9pp | 34.38%-18.9pp |
| Employer contribution / active EE | $1,291 | $1,905-32.3% | $4,818-73.2% | $2,637-51.1% |
| Participant deferral / active EE | $2,743 | $2,728+0.5% | $5,680-51.7% | $4,528-39.4% |
| Admin fee / account holder | $165 | $343-51.9% | $13,210-98.8% | $348-52.6% |