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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $44,217 |
Filed as: MML INSURANCE AGENCY, LLC Service code 55 MML INVESTORS SERVICES · BOSTON, MA 02266 | Other Commissions | $18,705 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,551 | $61,272-45.2% | $149,673-77.6% | $71,457-53.0% |
| Participation rate | 95.0% | 62.5%+32.5pp | 78.8%+16.2pp | 67.9%+27.1pp |
| Annual return | 16.83% | 35.85%-19.0pp | 134.42%-117.6pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,512 | $2,378-36.4% | $4,818-68.6% | $2,588-41.6% |
| Participant deferral / active EE | $4,000 | $2,917+37.1% | $5,680-29.6% | $4,289-6.7% |
| Admin fee / account holder | $183 | $1,261-85.5% | $13,210-98.6% | $1,587-88.4% |