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 INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $10,891 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $840 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,749 | $47,977-77.6% | $154,107-93.0% | $56,287-80.9% |
| Participation rate | 79.7% | 66.2%+13.5pp | 83.0%-3.3pp | 69.9%+9.9pp |
| Annual return | 8.26% | 3.54%+4.7pp | 735.12%-726.9pp | -9.96%+18.2pp |
| Employer contribution / active EE | $546 | $2,169-74.8% | $5,298-89.7% | $2,111-74.1% |
| Participant deferral / active EE | $1,059 | $2,392-55.7% | $5,081-79.2% | $3,350-68.4% |
| Admin fee / account holder | $164 | $438-62.7% | $13,411-98.8% | $521-68.6% |