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 | $26,103 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,248 | $73,102-55.9% | $123,544-73.9% | $56,287-42.7% |
| Participation rate | 76.5% | 74.3%+2.2pp | 82.3%-5.8pp | 69.9%+6.7pp |
| Annual return | 37.33% | 3.01%+34.3pp | 119.20%-81.9pp | -9.96%+47.3pp |
| Employer contribution / active EE | $2,278 | $2,977-23.5% | $4,628-50.8% | $2,111+7.9% |
| Participant deferral / active EE | $8,554 | $5,423+57.7% | $6,426+33.1% | $3,350+155.4% |
| Admin fee / account holder | $16 | $554-97.1% | $9,284-99.8% | $521-96.9% |