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) | $13,164 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,927 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,883 | $61,156-64.2% | $185,823-88.2% | $79,386-72.4% |
| Participation rate | 94.8% | 66.6%+28.2pp | 81.7%+13.1pp | 70.7%+24.1pp |
| Annual return | 14.33% | 19.45%-5.1pp | 122.05%-107.7pp | 116.85%-102.5pp |
| Employer contribution / active EE | $1,074 | $2,321-53.7% | $5,167-79.2% | $2,427-55.7% |
| Participant deferral / active EE | $1,879 | $2,789-32.6% | $5,568-66.2% | $4,046-53.5% |
| Admin fee / account holder | $79 | $710-88.8% | $16,237-99.5% | $626-87.3% |