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 7-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 INVESTORS SERVICES, INC. Service code 15 · EIN 04-2746212 | Recordkeeping | $28,721 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,392 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,040 | $76,050-30.3% | $96,544-45.1% | $71,457-25.8% |
| Participation rate | 80.5% | 74.4%+6.1pp | 76.0%+4.6pp | 67.9%+12.6pp |
| Annual return | 19.74% | 22.81%-3.1pp | 25.84%-6.1pp | 28.85%-9.1pp |
| Employer contribution / active EE | $3,749 | $2,244+67.1% | $2,965+26.4% | $2,588+44.9% |
| Participant deferral / active EE | $9,360 | $4,215+122.0% | $4,851+93.0% | $4,289+118.2% |
| Admin fee / account holder | $272 | $2,707-90.0% | $8,252-96.7% | $1,587-82.9% |