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) | $83,973 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $33,194 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,141 | $106,028-15.0% | $146,958-38.7% | $77,643+16.1% |
| Participation rate | 86.6% | 78.4%+8.2pp | 82.2%+4.5pp | 70.6%+16.0pp |
| Annual return | 18.40% | 56.73%-38.3pp | 418.34%-399.9pp | 31.24%-12.8pp |
| Employer contribution / active EE | $3,696 | $4,063-9.0% | $4,933-25.1% | $2,726+35.6% |
| Participant deferral / active EE | $9,749 | $7,990+22.0% | $8,070+20.8% | $4,647+109.8% |
| Admin fee / account holder | $212 | $337-37.1% | $12,998-98.4% | $430-50.7% |