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) | $48,069 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,569 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,064 | $73,102+31.4% | $123,544-22.2% | $56,287+70.7% |
| Participation rate | 78.3% | 74.3%+4.0pp | 82.3%-4.0pp | 69.9%+8.4pp |
| Annual return | -5.72% | 3.01%-8.7pp | 119.20%-124.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $674 | $2,977-77.3% | $4,628-85.4% | $2,111-68.0% |
| Participant deferral / active EE | $7,313 | $5,423+34.9% | $6,426+13.8% | $3,350+118.3% |
| Admin fee / account holder | $452 | $554-18.3% | $9,284-95.1% | $521-13.2% |