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) | $18,234 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,225 |
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 | $51,208 | $70,908-27.8% | $98,907-48.2% | $73,488-30.3% |
| Participation rate | 81.6% | 73.8%+7.8pp | 76.0%+5.6pp | 70.7%+10.9pp |
| Annual return | 20.53% | 34.17%-13.6pp | 196.43%-175.9pp | 28.51%-8.0pp |
| Employer contribution / active EE | $2,053 | $2,036+0.8% | $2,689-23.6% | $2,270-9.5% |
| Participant deferral / active EE | $5,194 | $3,500+48.4% | $4,244+22.4% | $3,740+38.9% |
| Admin fee / account holder | $123 | $535-77.0% | $6,642-98.1% | $513-76.0% |