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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,385 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $36,213 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,858 | $91,762-47.8% | $67,502-29.1% | $77,643-38.4% |
| Participation rate | 59.3% | 75.9%-16.6pp | 72.9%-13.6pp | 70.6%-11.3pp |
| Annual return | 26.11% | 14.87%+11.2pp | 3512.12%-3486.0pp | 31.24%-5.1pp |
| Employer contribution / active EE | $1,845 | $3,181-42.0% | $2,731-32.4% | $2,726-32.3% |
| Participant deferral / active EE | $6,965 | $3,903+78.4% | $4,000+74.1% | $4,647+49.9% |
| Admin fee / account holder | $271 | $176+53.8% | $3,998-93.2% | $430-37.1% |