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 | $16,605 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,065 | $65,435+13.2% | $86,677-14.6% | $66,914+10.7% |
| Participation rate | 67.7% | 75.5%-7.8pp | 76.6%-8.9pp | 69.8%-2.1pp |
| Annual return | -15.28% | -10.89%-4.4pp | 35.91%-51.2pp | 1.58%-16.9pp |
| Employer contribution / active EE | $2,479 | $2,153+15.1% | $2,836-12.6% | $2,544-2.6% |
| Participant deferral / active EE | $5,041 | $4,100+22.9% | $4,656+8.3% | $4,237+19.0% |
| Admin fee / account holder | $166 | $642-74.2% | $7,493-97.8% | $593-72.1% |