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 |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $19,474 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,552 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $5,499 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,884 | $79,428-19.6% | $106,548-40.0% | $79,386-19.5% |
| Participation rate | 82.9% | 74.1%+8.7pp | 76.1%+6.7pp | 70.7%+12.2pp |
| Annual return | 15.30% | 18.27%-3.0pp | 26.80%-11.5pp | 116.85%-101.5pp |
| Employer contribution / active EE | $2,155 | $2,234-3.5% | $2,819-23.6% | $2,427-11.2% |
| Participant deferral / active EE | $5,734 | $3,823+50.0% | $4,398+30.4% | $4,046+41.7% |
| Admin fee / account holder | $193 | $523-63.1% | $7,407-97.4% | $626-69.2% |