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 7-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 INVESTOR SERVICES, LLC Service code 18 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Custodial (other than securities) | $12,325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,552 | $61,156+121.6% | $185,823-27.1% | $79,386+70.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 188.81% | 19.45%+169.4pp | 122.05%+66.8pp | 116.85%+72.0pp |
| Employer contribution / active EE | $3,641 | $2,321+56.9% | $5,167-29.5% | $2,427+50.0% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $90 | $710-87.3% | $16,237-99.4% | $626-85.6% |