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 16 · EIN 04-1590850 | Consulting | $8,794 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,576 |
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 | $47,585 | $56,443-15.7% | $83,848-43.2% | $55,725-14.6% |
| Participation rate | 80.9% | 72.0%+8.9pp | 76.1%+4.8pp | 70.9%+10.1pp |
| Annual return | -4.28% | 393.67%-397.9pp | 850.88%-855.2pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,337 | $2,682-50.1% | $3,631-63.2% | $2,078-35.7% |
| Participant deferral / active EE | $4,670 | $2,965+57.5% | $4,082+14.4% | $3,356+39.2% |
| Admin fee / account holder | $154 | $156-1.4% | $5,478-97.2% | $115+33.7% |