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 | $9,000 |
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 | $72,952 | $79,519-8.3% | $95,952-24.0% | $73,409-0.6% |
| Participation rate | 67.8% | 81.2%-13.4pp | 77.1%-9.3pp | 72.2%-4.4pp |
| Annual return | 14.42% | 19.20%-4.8pp | 91.61%-77.2pp | 59.29%-44.9pp |
| Employer contribution / active EE | $2,137 | $2,048+4.4% | $2,541-15.9% | $2,234-4.3% |
| Participant deferral / active EE | $4,461 | $4,138+7.8% | $4,167+7.1% | $3,805+17.2% |
| Admin fee / account holder | $131 | $184-28.8% | $6,795-98.1% | $158-16.9% |