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 INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,984 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,533 | $65,118-25.5% | $76,768-36.8% | $55,725-12.9% |
| Participation rate | 67.4% | 79.6%-12.2pp | 77.0%-9.5pp | 70.9%-3.4pp |
| Annual return | -5.84% | -1.27%-4.6pp | 2.43%-8.3pp | 244.93%-250.8pp |
| Employer contribution / active EE | $1,946 | $1,941+0.3% | $2,485-21.7% | $2,078-6.3% |
| Participant deferral / active EE | $4,337 | $3,688+17.6% | $3,852+12.6% | $3,356+29.2% |
| Admin fee / account holder | $126 | $116+8.3% | $6,675-98.1% | $115+9.0% |