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 27 · EIN 04-1590850 | Advisory (Plan) | $36,513 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,503 |
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 | $19,696 | $39,948-50.7% | $89,391-78.0% | $73,409-73.2% |
| Participation rate | 74.0% | 50.4%+23.6pp | 68.0%+6.0pp | 72.2%+1.8pp |
| Annual return | 90.84% | 50.12%+40.7pp | 245.62%-154.8pp | 59.29%+31.5pp |
| Employer contribution / active EE | $652 | $1,200-45.7% | $2,586-74.8% | $2,234-70.8% |
| Participant deferral / active EE | $2,016 | $2,193-8.1% | $3,890-48.2% | $3,805-47.0% |
| Admin fee / account holder | $32 | $134-76.0% | $4,881-99.3% | $158-79.6% |