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) | $108,391 |
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 | $60,619 | $50,815+19.3% | $155,509-61.0% | $77,643-21.9% |
| Participation rate | 49.1% | 63.1%-14.0pp | 78.2%-29.0pp | 70.6%-21.4pp |
| Annual return | 13.99% | 34.80%-20.8pp | 64.67%-50.7pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,082 | $1,993-45.7% | $4,672-76.8% | $2,726-60.3% |
| Participant deferral / active EE | $2,723 | $2,822-3.5% | $5,626-51.6% | $4,647-41.4% |
| Admin fee / account holder | $224 | $437-48.7% | $15,912-98.6% | $430-48.0% |