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 INVESTORS SERVICES, INC. Service code 27 1593 SPRING HILL RD STE 520 · VIENNA, VA 22182 | Advisory (Plan) | $14,728 |
PAI3 years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $5,198 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,668 | $98,750-43.6% | $149,696-62.8% | $79,858-30.3% |
| Participation rate | 55.2% | 75.8%-20.6pp | 82.5%-27.3pp | 69.6%-14.4pp |
| Annual return | 18.33% | 27.43%-9.1pp | 276.60%-258.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $2,006 | $3,216-37.6% | $4,644-56.8% | $2,471-18.8% |
| Participant deferral / active EE | $4,858 | $5,680-14.5% | $6,842-29.0% | $3,740+29.9% |
| Admin fee / account holder | -$51 | $6,053-100.8% | $9,309-100.6% | $5,306-101.0% |