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) | $13,013 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,594 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,382 | $55,415-65.0% | $155,509-87.5% | $74,495-74.0% |
| Participation rate | 95.0% | 61.9%+33.1pp | 78.2%+16.9pp | 67.2%+27.8pp |
| Annual return | 16.97% | 268.50%-251.5pp | 64.67%-47.7pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $1,268 | $2,267-44.1% | $4,672-72.9% | $2,623-51.7% |
| Participant deferral / active EE | $2,528 | $2,836-10.9% | $5,626-55.1% | $4,346-41.8% |
| Admin fee / account holder | $65 | $1,738-96.3% | $15,912-99.6% | $1,942-96.7% |