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 INVESTOR SERVICES LLC Service code 55 · EIN 04-1590850 | Other Commissions | $29,631 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,969 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $20,409 | $44,473-54.1% | $76,523-73.3% | $55,725-63.4% |
| Participation rate | 63.5% | 51.0%+12.5pp | 68.0%-4.5pp | 70.9%-7.3pp |
| Annual return | -6.30% | -2.01%-4.3pp | -0.27%-6.0pp | 244.93%-251.2pp |
| Employer contribution / active EE | $1,154 | $1,101+4.8% | $2,647-56.4% | $2,078-44.5% |
| Participant deferral / active EE | $2,805 | $1,988+41.1% | $3,835-26.9% | $3,356-16.4% |
| Admin fee / account holder | $7 | $134-94.6% | $4,848-99.9% | $115-93.7% |