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 99 · EIN 04-1590850 | Other Fees | $22,589 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,751 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,464 | $58,879-56.8% | $178,490-85.7% | $73,488-65.4% |
| Participation rate | 88.8% | 66.2%+22.6pp | 81.9%+6.9pp | 70.7%+18.1pp |
| Annual return | 14.80% | 24.86%-10.1pp | 151.07%-136.3pp | 28.51%-13.7pp |
| Employer contribution / active EE | $1,022 | $2,236-54.3% | $5,011-79.6% | $2,270-55.0% |
| Participant deferral / active EE | $3,015 | $2,567+17.4% | $5,202-42.0% | $3,740-19.4% |
| Admin fee / account holder | $15 | $400-96.2% | $13,984-99.9% | $513-97.0% |