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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 INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $75,989 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $26,730 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,460 | $87,870+94.0% | $113,168+50.6% | $74,304+129.4% |
| Participation rate | 89.2% | 70.7%+18.5pp | 76.6%+12.7pp | 60.3%+28.9pp |
| Annual return | 12.75% | 26.44%-13.7pp | 24.27%-11.5pp | 29.43%-16.7pp |
| Employer contribution / active EE | $19,036 | $2,277+736.0% | $2,975+539.8% | $2,241+749.4% |
| Participant deferral / active EE | $7,024 | $4,241+65.6% | $5,107+37.5% | $3,767+86.5% |
| Admin fee / account holder | $494 | $3,368-85.3% | $12,068-95.9% | $2,969-83.4% |