See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $51,393 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,645 |
PARK AVENUE SECURITIES LLC9+ years Filed as: PARK AVENUE SECURITIES Service code 27 · EIN 13-4023176 | Advisory (Plan) | $14,977 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,892 | $95,274-17.2% | $135,903-41.9% | $74,419+6.0% |
| Participation rate | 87.8% | 78.2%+9.6pp | 81.9%+5.9pp | 70.7%+17.0pp |
| Annual return | 18.85% | 32.77%-13.9pp | 68.23%-49.4pp | 34.38%-15.5pp |
| Employer contribution / active EE | $3,702 | $3,874-4.5% | $4,856-23.8% | $2,637+40.4% |
| Participant deferral / active EE | $9,840 | $7,782+26.5% | $7,758+26.8% | $4,528+117.3% |
| Admin fee / account holder | $205 | $266-22.8% | $10,762-98.1% | $348-40.9% |