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 INVESTOR SERVICES LLC Service code 55 · EIN 04-1590850 | Other Commissions | $51,447 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,281 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,598 | $95,542-61.7% | $69,455-47.3% | $67,579-45.8% |
| Participation rate | 81.3% | 79.4%+1.9pp | 74.6%+6.7pp | 71.3%+10.0pp |
| Annual return | 27.31% | 17.67%+9.6pp | 28.97%-1.7pp | 378.56%-351.2pp |
| Employer contribution / active EE | $2,936 | $2,989-1.8% | $2,779+5.6% | $2,148+36.7% |
| Participant deferral / active EE | $5,213 | $3,263+59.8% | $3,535+47.4% | $3,539+47.3% |
| Admin fee / account holder | $12 | $90-87.1% | $3,839-99.7% | $142-91.9% |