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 INVESTORS SERVICES Service code 27 1295 STATE STREET · SPRINGFIELD, MA 01111 | Advisory (Plan) | $23,128 |
Service code 15 · EIN 23-1735188 | Recordkeeping | $16,313 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,744 | $99,957-74.2% | $149,696-82.8% | $73,488-65.0% |
| Participation rate | 81.3% | 75.7%+5.6pp | 82.5%-1.1pp | 70.7%+10.7pp |
| Annual return | 22.57% | 53.87%-31.3pp | 276.60%-254.0pp | 28.51%-5.9pp |
| Employer contribution / active EE | $417 | $3,191-86.9% | $4,644-91.0% | $2,270-81.6% |
| Participant deferral / active EE | $3,780 | $6,073-37.8% | $6,842-44.8% | $3,740+1.1% |
| Admin fee / account holder | $48 | $551-91.4% | $9,309-99.5% | $513-90.7% |