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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.
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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 Service code 27 · EIN 04-1590850 | Advisory (Plan) | $10,000 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,428 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,449 | $69,362+5.9% | $101,248-27.5% | $73,488-0.1% |
| Participation rate | 80.3% | 68.4%+11.9pp | 75.8%+4.5pp | 70.7%+9.6pp |
| Annual return | 20.35% | 18.46%+1.9pp | 46.47%-26.1pp | 28.51%-8.2pp |
| Employer contribution / active EE | $2,968 | $2,628+12.9% | $3,660-18.9% | $2,270+30.7% |
| Participant deferral / active EE | $5,759 | $3,300+74.5% | $4,370+31.8% | $3,740+54.0% |
| Admin fee / account holder | $80 | $704-88.7% | $5,945-98.7% | $513-84.5% |