See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES, INC. Service code 99 · EIN 04-2746212 | Other Fees | $36,667 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN Service code 99 · EIN 82-3719843 | Other Fees | $23,336 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,244 | $79,171+49.4% | $102,423+15.4% | $74,495+58.7% |
| Participation rate | 96.8% | 74.8%+22.0pp | 76.5%+20.3pp | 67.2%+29.6pp |
| Annual return | 13.59% | 54.93%-41.3pp | 29.32%-15.7pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $4,159 | $2,362+76.0% | $3,023+37.6% | $2,623+58.6% |
| Participant deferral / active EE | $11,127 | $4,415+152.0% | $5,053+120.2% | $4,346+156.1% |
| Admin fee / account holder | $79 | $2,001-96.0% | $9,451-99.2% | $1,942-95.9% |