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 | $6,702 |
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 | $65,940 | $73,404-10.2% | $87,100-24.3% | $67,579-2.4% |
| Participation rate | 64.5% | 80.9%-16.3pp | 76.9%-12.3pp | 71.3%-6.8pp |
| Annual return | 22.11% | 48.29%-26.2pp | 28.19%-6.1pp | 378.56%-356.5pp |
| Employer contribution / active EE | $2,072 | $2,014+2.9% | $2,521-17.8% | $2,148-3.5% |
| Participant deferral / active EE | $4,359 | $3,913+11.4% | $4,049+7.7% | $3,539+23.1% |
| Admin fee / account holder | $128 | $142-9.3% | $7,497-98.3% | $142-9.8% |