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) | $27,281 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,616 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,473 | $56,767-14.6% | $101,794-52.4% | $85,563-43.3% |
| Participation rate | 32.2% | 57.6%-25.4pp | 69.2%-37.0pp | 66.0%-33.8pp |
| Annual return | 19.86% | 17.76%+2.1pp | 30.53%-10.7pp | 31.51%-11.7pp |
| Employer contribution / active EE | $244 | $1,112-78.1% | $2,289-89.4% | $2,654-90.8% |
| Participant deferral / active EE | $1,989 | $2,720-26.9% | $4,084-51.3% | $4,375-54.5% |
| Admin fee / account holder | $246 | $1,098-77.6% | $8,777-97.2% | $834-70.5% |