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) | $41,743 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,145 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,689 | $101,317+22.1% | $146,958-15.8% | $74,495+66.0% |
| Participation rate | 91.7% | 75.5%+16.2pp | 82.2%+9.6pp | 67.2%+24.5pp |
| Annual return | 15.56% | 8730.91%-8715.3pp | 418.34%-402.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $5,584 | $3,810+46.5% | $4,933+13.2% | $2,623+112.9% |
| Participant deferral / active EE | $12,410 | $7,303+69.9% | $8,070+53.8% | $4,346+185.6% |
| Admin fee / account holder | $279 | $1,739-84.0% | $12,998-97.9% | $1,942-85.6% |