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 4-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) | $31,997 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,004 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,448 | $83,884-61.3% | $64,056-49.3% | $74,419-56.4% |
| Participation rate | 55.9% | 76.6%-20.8pp | 72.3%-16.4pp | 70.7%-14.9pp |
| Annual return | 27.63% | 16.57%+11.1pp | 33.69%-6.1pp | 34.38%-6.7pp |
| Employer contribution / active EE | $1,427 | $3,084-53.7% | $2,747-48.0% | $2,637-45.9% |
| Participant deferral / active EE | $5,303 | $3,692+43.6% | $3,880+36.7% | $4,528+17.1% |
| Admin fee / account holder | $206 | $196+4.9% | $3,068-93.3% | $348-40.9% |