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 55 · EIN 04-1590850 | Other Commissions | $24,605 |
Service code 37 · EIN 04-2647786 | Loan Processing | $544 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,252 | $77,503-1.6% | $100,391-24.0% | $80,856-5.7% |
| Participation rate | 85.2% | 76.9%+8.3pp | 81.5%+3.7pp | 67.6%+17.6pp |
| Annual return | 19.54% | 37.20%-17.7pp | 49.20%-29.7pp | 35.59%-16.1pp |
| Employer contribution / active EE | $3,254 | $2,801+16.2% | $3,942-17.5% | $2,755+18.1% |
| Participant deferral / active EE | $11,142 | $6,820+63.4% | $8,082+37.9% | $4,296+159.4% |
| Admin fee / account holder | $4 | $5,897-99.9% | $7,899-100.0% | $6,918-99.9% |