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 INVESTORS SERVICES LLC Service code 99 · EIN 04-1590850 | Other Fees | $27,667 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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 | $96,535 | $79,519+21.4% | $95,952+0.6% | $73,409+31.5% |
| Participation rate | 95.4% | 81.2%+14.2pp | 77.1%+18.3pp | 72.2%+23.2pp |
| Annual return | 183.86% | 19.20%+164.7pp | 91.61%+92.2pp | 59.29%+124.6pp |
| Employer contribution / active EE | $2,055 | $2,048+0.3% | $2,541-19.1% | $2,234-8.0% |
| Participant deferral / active EE | $5,380 | $4,138+30.0% | $4,167+29.1% | $3,805+41.4% |
| Admin fee / account holder | $28 | $184-84.7% | $6,795-99.6% | $158-82.2% |