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 99 · EIN 04-1590850 | Other Fees | $29,733 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,650 |
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 | $67,735 | $65,376+3.6% | $87,100-22.2% | $65,185+3.9% |
| Participation rate | 86.5% | 75.3%+11.1pp | 76.9%+9.6pp | 70.2%+16.3pp |
| Annual return | 22.93% | 31.27%-8.3pp | 28.19%-5.3pp | 29.38%-6.5pp |
| Employer contribution / active EE | $2,799 | $1,822+53.6% | $2,521+11.0% | $2,177+28.6% |
| Participant deferral / active EE | $5,381 | $3,388+58.8% | $4,049+32.9% | $3,514+53.2% |
| Admin fee / account holder | $11 | $520-98.0% | $7,497-99.9% | $847-98.7% |