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 INVESTOR SERVICES, LLC Service code 27 · EIN 01-1900254 | Advisory (Plan) | $10,024 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,993 |
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 | $68,884 | $49,173+40.1% | $121,098-43.1% | $75,163-8.4% |
| Participation rate | 85.1% | 55.4%+29.7pp | 69.5%+15.6pp | 67.2%+17.9pp |
| Annual return | 15.50% | 55.99%-40.5pp | 985.75%-970.3pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,276 | $1,546-17.4% | $4,164-69.3% | $2,670-52.2% |
| Participant deferral / active EE | $1,773 | $2,628-32.5% | $4,080-56.5% | $4,125-57.0% |
| Admin fee / account holder | $78 | $3,942-98.0% | $5,644-98.6% | $5,651-98.6% |