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 27 · EIN 04-1590850 | Advisory (Plan) | $29,167 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,338 |
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 | $28,671 | $75,388-62.0% | $123,544-76.8% | $55,725-48.5% |
| Participation rate | 79.0% | 75.7%+3.3pp | 82.3%-3.3pp | 70.9%+8.1pp |
| Annual return | -3.80% | 4.48%-8.3pp | 119.20%-123.0pp | 244.93%-248.7pp |
| Employer contribution / active EE | $4,699 | $3,063+53.4% | $4,628+1.5% | $2,078+126.1% |
| Participant deferral / active EE | $3,294 | $5,651-41.7% | $6,426-48.7% | $3,356-1.8% |
| Admin fee / account holder | $85 | $120-28.6% | $9,284-99.1% | $115-25.8% |