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 | $40,000 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN Service code 99 · EIN 82-3719843 | Other Fees | $14,624 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,249 | $87,870+48.2% | $113,168+15.1% | $74,304+75.3% |
| Participation rate | 94.7% | 70.7%+23.9pp | 76.6%+18.1pp | 60.3%+34.3pp |
| Annual return | 20.45% | 26.44%-6.0pp | 24.27%-3.8pp | 29.43%-9.0pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,107-100.0% | $3,767-100.0% |
| Admin fee / account holder | $78 | $3,368-97.7% | $12,068-99.4% | $2,969-97.4% |